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The purpose of each of these forms is to help our firm get to know you and your situation better. It is goal to be efficient, and paperless. By filling out the appropriate forms below, you can help us achieve our goal and provide better service.
We prefer that you fill out the form online, but understand that some of you prefer to download and print the PDF.
> Client Intake Form
> Client Contact Form
> Estate Planning Worksheet
Link or Download PDF
> Is your Estate Plan Up to Date?
> Beneficiary Contact Form Worksheet
> Adult Guardian Worksheet
> Interested Party Contact in Guardianship
> Wrongful Death Worksheet
> Minor Settlement Intake
It is our goal to build lifelong relationships with our clients, so we may plan for the bad times, celebrate the good times, and protect you in the most difficult of times.