Secure Online Intake Forms

To serve you better we have upgraded from our old PDF-based forms to secure online forms. All data you submit through these forms will be encrypted and confidential. With your secure login, you can return at any time to fill in additional details, such as full names, addresses, or account numbers, or securely upload documents.

Click the button below for the appropriate form.

I need a will, trust, or power of attorney (Estate Planning)

A loved one has died (Probate)

I want to learn about eligibility for VA Pension (Aid and Attendance)

I am interested in Medicaid benefits

If you prefer to complete a paper form, you can download our old PDF forms below. We encourage you to try the online forms first.

Download VA Pension Eligibility Questionnaire

Download Estate Planning Questionnaire

Download Medicaid Questionnaire

Download Design Meeting Considerations Form

Download Pre-Nuptial Agreement Discussion Checklist

Download Client Satisfaction Survey