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How To Prepare For Your Consultation
Online Forms
Client Organizer
Probate/Trust Administration Information Form
Medicaid / VA Benefits Information Form
Contact Information Only
Download and Print
Client Organizer (PDF)
List of Items to Bring for Estate Planning (PDF)
List of Items to Bring for Medicaid/Veterans Benefits (PDF)
List of Items to Bring for Probate Trust Administration (PDF)
List of Items to Bring for Guardianship (PDF)
Client Background and Financial Information Form (PDF) (“Gold Sheet”)
Guardian's Handbook - Montgomery County, Ohio (PDF)