Client Forms
New client intake forms — request a copy via the office and we'll send the version that fits your situation.
Below are the intake forms we use for new clients. To request a copy of any form, please call our office or email us — we'll send the version that fits your situation, along with instructions on how to complete and return it.
Client Information Sheet
Basic contact and background information for new clients.
Estate Planning Questionnaire — Single Person
Comprehensive questionnaire for unmarried individuals starting an estate plan. Covers assets, beneficiaries, fiduciary appointments, and goals.
Estate Planning Questionnaire — Married Person
Comprehensive questionnaire for married couples starting an estate plan. Covers joint and separate assets, beneficiaries, fiduciary appointments, and shared goals.
Request a form
Please call or email us and we'll send the right form for your situation.
Schedule a Consultation
Whether you're starting your first estate plan or settling an estate that's already in motion, we'll help you understand your options and choose what fits.