Client Forms

Please take a moment to browse the files below and fill out the appropriate forms. These forms are strictly confidential and should be printed out and completed before your visit to our office. If this is not convenient for you to accomplish, please come to our office 5 mintues before your appointment to fill out these forms.

Thank you for considering our firm for your legal work. We realize this may be your first experience working with a law firm, so we hope these forms, checklists, and pamphlets are helpful. We certainly appreciate the opportunity to work with you and want to make sure you receive exceptional client service.

Initial Consultation

Medicaid Checklists

Pooled Income Trust 

Asset Questionnaires

Probate/Administration Checklist

Estate Planning Questionnaires

Living Trust Questionnaires

NYSBA Elder Law & Special Needs Pamphlets