Pre-Consultation Checklists

Before our initial consultation, we recommend filling out one of the Confidential Personal Information Checklists, below. This will help you prepare the necessary information we will need should we move forward in our engagement.

If you have already spoken with one of our attorneys please fill out one of the Checklists and e-mail the completed document to the attorney with whom you spoke.

With the new version of Adobe Acrobat Reader DC, you are able to download and fill out the corresponding form and save your answers on the PDF (and print them for your records).

What's Involved In A Living Trust For A Single Person

Confidential Personal Information Checklist - Single Person

What's Involved In A Living Trust For A Married Couple

Confidential Personal Information Checklist - A Couple