Flowing river with white water surrounded by green moss-covered rocks and dense evergreen forest on both sides in a scenic wilderness setting.

Intake QUestionnaires

We look forward to seeing you.

Please complete the appropriate questionnaire prior to your appointment.

  • Scenic landscape of a lake surrounded by rolling green hills and rugged mountains under a cloudy sky.

    Estate Planning

    Complete this questionnaire if you are meeting us about a will, trust, power of attorney, or estate plan.

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  • A few modern houses situated on rolling green hills with snow-capped mountains in the background under a cloudy sky.

    Care Planning

    Complete this questionnaire if you are meeting us about a special needs trust, Medicaid plan, or spend down plan.

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  • Modern building with large glass window, set against a mountainous landscape with dry grass and sparse trees.

    Estate Administration

    Complete this questionnaire if you are meeting us about a probate, simple estate, or trust administration.

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  • Modern wooden house with stone steps leading to its entrance, set against a landscape of green rolling hills and snow-capped mountains in the background.

    Guardianship / Conservatorship

    Complete this questionnaire if you are meeting us about a guardianship or conservatorship matter.

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