In order to best serve you please complete the appropriate questionnaire.  Please save your questionnaire and then email or mail your questionnaire to our office.  Your completed questionnaire must be returned to our office, along with supporting documentation, at least one week prior to  your scheduled appointment.  If this does not occur, we will coordinate rescheduling your appointment to another mutually convenient time.

Please know that completing and forwarding a questionnaire does not in and of itself establish an attorney-client relationship. An attorney-client relationship is only established once an engagement agreement with our firm is signed.

 

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Estate Planning Questionnaire – Single

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Estate Planning Questionnaire – Couples

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Long-Term Healthcare Questionnaire

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Elder Law Questionnaire

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Guardianship – Petitioner Questionnaire

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Probate Questionnaire