Intake for Asset Protection Consultation — This form is for a Medicaid / Asset Protection Client (and spouse) who has a meeting scheduled to discuss Medicaid planning. Anyone else who attends the meeting needs to complete a basic intake (see below).
Intake for Estate Planning Consultation — This form is for an Estate Planning Client (and spouse) who has a meeting scheduled to discuss Estate Planning. Anyone else who attends the meeting needs to complete a basic intake (see below).
Intake for Estate Administration Consultation — This form is to be completed with the information of the Decedent (the individual who has passed away). Everyone who attends this meeting will need to complete a basic intake (see below).
Basic Intake for everyone else who will be attending the consultation