First Consultation Forms

Please fill out the following forms and bring them to our first consultation*. They will assist me in determining your estate planning needs.

Big Ideas To Think About

Financial and Personal Family History

*DO NOT send any personal information through email. Bring them to our first consultation.


Other Helpful Forms

While these forms are readily available to the general public, you may have extenuating circumstances that should be look into by a professional, licensed attorney before implementation.

Durable Power Of Attorney

Durable Power Of Attorney For Health Care Decisions

Living Will