Client Forms

To complete a form, click to view or download. Then print, fill out the form by hand, and return to our office at your next scheduled appointment or anytime you’re in the neighborhood! You can always email to us as well by scanning and sending it to Dorothy at

Trust Questionnaire for Single Person

Trust Questionnaire for Married Couple

Will Questionnaire for Single Person

Will Questionnaire for Married Couple

Business Planning Initial Meeting Information

Real Estate Initial Meeting Form

Estate Planning Initial Meeting Information

Probate Initial Meeting Information

Miscellaneous Meeting Information