Consultation Forms

If you have an appointment scheduled with our elder law attorneys, please complete the appropriate consultation form in advance of your consultation. This information is essential for our attorneys to advise you, and permits the most effective use of the consultation time. Do not worry if you cannot answer every question; just do the best you can. If necessary we can get more information at a later time.

Find the consultation form below that corresponds to your type of appointment. Choose Print Blank Copy to print a blank copy of the consultation form; you may then complete it manually and bring it with you to your appointment (or fax it to us). Choose Submit Online to enter the information directly from your computer and submit to us by e-mail.

 *The checklists are provided here for your convenience, so you can begin locating the necessary paperwork. Bring whatever you have to your consultation, but don't worry if you have not been able to gather everything listed by the time of your initial appointment