Before your first meeting with us, it is helpful if you complete one of our intake questionnaires available for download from this page. Please complete any relevant information on these forms (to the extent possible) and bring the completed questionnaire to our meeting for discussion. This will save you time and may avoid the need to follow up with information at a later date.

For Estate Planning, use our Estate Planning Questionnaire

For Probate and Estate Administration, use our Estate Admin Questionnaire

If you have any general questions about our services, please do not hesitate to contact us for a brief telephone conversation to ensure that we will be a good “fit” for your legal needs.