Client intake forms by matter type.
Before your first consultation, a brief intake worksheet helps us arrive prepared. Select the form that matches your matter, complete it at your own pace, and we’ll review it ahead of your call.
Probate & Estate Administration
Opening a probate estate — testate or intestate — in Orange County or a surrounding county. Also covers small-estate affidavits and summary administration.
Fill Out Form →Estate Planning
New wills, revocable living trusts, durable powers of attorney, designations of health-care surrogate, and advance directives.
Fill Out Form →Minor Guardianship
Guardianship of a minor child under Florida Chapter 744 — voluntary, contested, or emergency temporary guardianship matters.
Fill Out Form →Mediation
Estate, trust, or guardianship mediation — whether you need a certified mediator or are a party preparing for a scheduled mediation session.
Fill Out Form →Litigated Matter Consultation
Contested probate, will challenges, trust disputes, fiduciary removal, or any matter where litigation is anticipated or already filed.
Fill Out Form →Not sure which form fits?
Call or email us and we’ll point you in the right direction — no intake form required before a first conversation.
Ready to schedule a consultation?
Submit your intake form and then book a consultation online, or simply call and we’ll take it from there.