Client Resources

Please complete the applicable questionnaire and bring it with you to your consultation with one of our attorneys. It will assist us in properly advising you on the most effective strategy to meet your needs.

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Estate Administration Questionnaire

Checklist for Estate Administration

Medicaid Questionnaire-Married

Checklist for Medicaid Application

Medicaid Questionnaire-Single

Estate Planning Questionnaire Married Couple

Estate Planning Questionnaire Single Person

Revocable Living Trust Operation

Value Based (Incentive) Distributions

Will vs. Revocable Living Trust

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