Prepare - Consultation Forms


Preparing for your initial consultation makes everything go more smoothly.

Watch this video to learn more about what to expect as a new client.

The first step is to complete forms that will give us the information we need about your unique situation. During your initial phone call, you will find out which forms you need to complete. You can complete the forms online from your computer or digital device. If you prefer to hand-write your answers, click on your form(s) in the Downloadable PDF section and you can fill them out by hand.

Online Forms

Complete these forms from your computer or digital device.

Downloadable PDF Forms

Download these forms, print them out, fill them in, and bring them to your initial consultation.


If you need help, just give us a call at (407) 478-8700 or email us.

Client Review

Kathleen was a pleasure to work with and really assisted my Grandmother with everything that she needed. She is extremely knowledgeable in all areas of Elder Law and helped us with things we didn’t even know existed. My family highly recommends Kathleen.

5 Star Google Review – J.R.

What Our Clients Say

Three gold stars for all of you. You worked hard for us. We really appreciate all you have done for us. We had a lot going on and with your help we finally got it together. You all know what you are doing. Our thanks to all of you.

Past Client

Comprehensive and flexible approach to estate planning. Easy to work with.


Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!

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