GETTING READY
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.
- Initial Client Consultation Form
- Estate Planning Worksheet (Single)
- Estate Planning Worksheet (Married)
- Estate Planning Worksheet (Same-Sex or Domestic Partners)
- Medicaid Planning Survey
- Probate Questionnaire
- Veterans Benefits Questionnaire
Downloadable PDF Forms
Download these forms, print them out, fill them in, and bring them to your initial consultation.
- Initial Client Consultation Form
- Estate Planning Worksheet (Single)
- Estate Planning Worksheet (Married)
- Estate Planning Worksheet (Same-Sex or Domestic Partners)
- Medicaid Planning Survey
- Probate Questionnaire
- Veterans Benefits Questionnaire
Questions?
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.
