To make your experience as smooth and efficient as possible, we’ve provided the forms below for you to complete before your consultation. By filling these out in advance, you’ll save time and help us prepare for your visit, ensuring we can focus on addressing your needs right from the start. Thank you for taking a moment to make your life—and ours—a little easier!
INTAKE FORMS
Power of Attorney Intake Sheet
New Client Intake Sheet - Guardianship of Child
Guardian and Conservator Intake Form
Corporate Transparency Act Intake Form
Beneficial Ownership Information Reporting Intake Form
WORKSHEETS