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 Planning Questionnaire for a Married Couple

Estate Planning Questionnaire for an Individual

Estate Administration Questionnaire

Checklist for Estate Administration

Long Term Care Planning Questionnaire for a Married Couple

Long Term Care Planning Questionnaire for an Individual

Checklist for Medicaid Application

Will vs. Revocable Living Trust

Revocable Living Trust Operation

Value Based (Incentive) Distributions

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