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Speed up the process of your appointment by filling out the proper forms and then send them to us before you come

The first form that you should complete is your client information sheet and Credit Card sheet. This will allow you to provide us with all the essential information that we need in order to get the ball rolling on any service you need help with.

 

If you have made your appointment and now you are wondering what you need to bring when you come, take a look at our preparation page and Estate Planning Questionnaire.

 

•  Current wills, estate planning documents, powers of attorney

•  Copy of deeds, mortgages, real estate documents

•  Promissory notes or contracts

 

These are just a few of the things you will find on the "What Should I Bring to the Next Meeting?" form. Be sure to review the whole document.

In order to be prepared for this meeting, fill out the Long Term Care Planning Client Information Sheet and Supplemental Medical Information forms and send them our way.

Are you doing your long-term care planning?

If you need help filling out the forms, our friendly staff are standing by.

740-284-1000

Enjoy over 27 years of experience with a special focus in elder law. Be sure you are getting the attention you deserve.

Call or stop in today!

Get ready for your consultation

When you have made your appointment, fill out the proper forms before you go.

Paper forms