Estate Planning Process and Intake Forms

Please review the introductory information and timeline and
complete and return intake forms prior to your scheduled appointment.

introductory information and timeline

Intake Forms for Married Couples
Married Couples should complete one intake form for each spouse

Married With
​Any Minor
​Children

Married With
​Only Adult
Children

Married
With No
Children

​Intake Forms for Single Clients

Single With
Any Minor ​
​Children

Single With
Only Adult
​​Children

Single
With No
​Children

​Please use the form below to provide information on your designated agents, executors, trustees, and/or guardians.

Agent Designation Forms