CLIENT FORMS

After scheduling an initial meeting with us, please fill out our confidential client questionnaire. It is located on our secure, online portal and will give us information to allow for a smooth and productive meeting. Please choose the link below that most fits your situation and complete this questionnaire as you feel comfortable. It will ask for you to enter your email address and create a password for yourself. Existing estate planning documents and legal descriptions of your owned real estate can also be uploaded here. When looking for your legal description of your property so that we can draft a deed, please refer to the document toward the bottom of this page for information, tips and examples.  

If you prefer to complete a fillable pdf version of this questionnaire, please see the document attached below the portal links.