New Client Form

This form provides us with the basic information we need to set your file. All information provided is attorney-client privileged and will be kept confidential unless waived by client, or attorney is required to disclose through rules of professional conduct.

Estate Planning Agreement and Will Questionnaire (Single)

These forms will help us get started on your estate planning needs. Download both if you are single.

Estate Planning Agreement and Will Questionnaire (Married)

These forms will help us get started on your estate planning needs. Download both if you are married.

Durable Power of Attorney Questionnaire

This form provides us with the basic information we need to start work on a Durable Power of Attorney. All information provided is attorney-client privileged and will be kept confidential unless waived by client, or attorney is required to disclose through rules of professional conduct.

Healthcare Power of Attorney Questionnaire

To best ensure that your healthcare wishes are carried out even if you are unable to advocate for yourself, you should appoint an agent or proxy to make choices for you if necessary. Download and complete this form if we will be working on a Healthcare Power of Attorney for you.

Responsibilities of the Fiduciaries

An Executor of an estate carries out the wishes of a deceased person as expressed in his or her will. The Executor’s function is primarily administrative. This brief document will give you an idea of the things that an Executor may need to do.