Prior to your first consultation with one of our attorneys, you may be asked to fill out an
information form to help us prepare for our first meeting. These forms are
shown below. If you have any difficulty opening or printing these forms,
you may also call our office at (866) 907-7600 and we can fax or mail the
forms as well.
Instructions for Opening and Printing Forms:
You will need Adobe® Acrobat® Reader™ to open the following forms. It is a free software
program that comes installed on most new computers. If you do not have it,
simply click on the icon at the bottom of this page and follow the simple
steps to download the free program.
If you already have Adobe® Acrobat® Reader™, you can print any of the following forms by clicking
on the link and then choosing the print option in Adobe® Acrobat® Reader™.
Estate Plan Questionnaire
Retirement Plan Questionnaire
Probate Questionnaire
Employee Census
We have also included a helpful tax calendar for 2003 as well as access to federal income tax forms. Click on the links below to access.
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