Printable Pre-meeting Documents

Some of the following forms may help you prepare for your meeting with the attorney.  These forms (if appropriate for your situation) will help you to gather information and provide the attorney with information he will likely need to assist you.

• E-Mail Authorization Form
• Intake Form
• Budget of a Well Spouce
• Divorce Initial Information Form
• Documents to Bring to Estate Planning Interview
• Documents to Bring to Guardianship or Conservatorship Interview
• Documents to Bring to Medicaid Interview
• Estate Planning Information Form - Basic
• Estate Planning Information Form - Detailed
• Guardian - Conservator Information Form
• Medicaid Information Form
• Probate - Trust Administration Initial Information Form - Basic
• Probate - Trust Administration Initial Information Form - Detailed