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 – the more information you provide, the more you will get out of your consultation. 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).

Most new clients only need this form.

This form is for special needs planning consultations only.

This form is for conservatorship consultations only.

This form is for Miller Trust/QIT appointments only.