Forms

Please download the appropriate form below for the individual or couple we are planning for and bring the completed form to your consultation.  It is okay if you cannot answer every question on the form.  Do your best.  Bring copies of documents and financial information that you referenced in completing the form with you for the consultation, for example, deeds, bank statements, and estate planning documents.

Workbooks

Individual - Long Form

Individual - Short Form

Married - Long Form

Married - Short Form

Monthly Budget

EIN Application

Probate Questionnaire

Info for Aid and Attendance Application

VA Aid and Attendance Test

Questionnaire for Special Needs Trust

Miller Trust Intake Form

Conservatorship Intake Form