Have a consultation scheduled?

Save time and make the most of your meeting with the attorney by completing our intake in advance.

For a list of items and information to bring to the meeting:

If you are meeting about estate settlement (probate) for an individual who is deceased, click here.

If you are meeting about establishing guardianship or conservatorship for an individual with a disability, click here.

If you are meeting about applying for Medicaid in the near future, click here.

To complete your intake entirely online:

To print and complete your intake manually:

If you have any questions about the initial intake forms, or if you are unsure who the client is, please email the staff member who scheduled your appointment.

The attorney typically gathers information about your income and assets during the meeting. If you would like to complete this section in advance:

We do not expect you to complete this section of the intake prior to your appointment. If you have any questions about a section, please leave it blank and the attorney will review it with you.