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Client Forms

Initial 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.

Estate Planning Consultation Form


Print Blank Copy pdf

Submit Online

Medicaid Planning Consultation Form 


Print Blank Copy pdf

Submit Online

Checklist of Items Needed pdf *

Estate  Admin. Consultation Form


Print Blank Copy pdf

Submit Online

Checklist of Items Needed pdf*


 *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

 

Waiver of Confidentiality Form

This form allows you to provide the names of those individuals (if any) you authorize us to talk with about your legal matter. We cannot release any information without your written consent. Please download, complete, sign  and have notarized. Mail or fax to us for our records. Waiver of Confidentiality Form.

Mailing address: The Karp Law Firm, 2875 PGA Blvd., Suite 100, Palm Beach Gardens, FL  33410

Fax:  561-625-0060

 

Three-Year Review Form

The Karp Law Firm offers complimentary three-year reviews to our clients. This form should be completed prior to your review. The completed form tells us about your current family and financial status and any issues of concern to you. Please download, complete, sign and mail or fax to us. After we receive the complete form, we will phone you to schedule your review appointment with one of our attorneys. Three Year Review Form. 

Mailing address: Karp Law Firm, 2875 PGA Blvd., Suite 100, Palm Beach Gardens, FL  33410

Fax:  561-625-0060