If you’re new to our office and would like to meet the attorney before you schedule a full consultation.

(phone/video conference only)

If you’re an existing client or client advisor and you just need a quick check-in meeting.

(phone/video conference only)

If you’re an existing client or client advisor and you need more than a quick check-in meeting.

 (phone/video/in person)

If you’re a new or existing client and you’d like to discuss creating or revising your estate plan.

(video conference/in person only)

Intake Questionnaire for Joint Estate Plans

(married individuals who want to plan for their joint assets)

Intake Questionnaire for Individual Estate Plans

(single individuals or married individuals who wish to plan for their separate assets)

Need to administer an estate plan, whether individual is incapacitated or deceased. This includes those with an existing estate plan/revocable trust as well as those who may not have an existing estate plan.

(video conference/in person only)

Intake Questionnaire for an Incapacitated Individual

(if you are assisting an incapacitated individual)

Intake Questionnaire for a Deceased Individual

(if you need assistance administering the trust or estate of a deceased individual)