As you go through the estate planning process, whether for simple probate avoidance, for veterans benefits qualification or for Medicaid planning and more complex asset protection purposes, there are various forms you may be asked to complete along the way. This page makes those forms available to you as we try to determine and meet your needs in an organized and expedited manner.  We appreciate your utilizing this website to facilitate our work on your behalf.

Medicaid Checklist

Client Questionnaire - Married

Client Questionnaire - Single

Veterans' Questionnaire