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)
Client Background and Financial Information Form (PDF) (“Gold Sheet”)

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Testimonials

I greatly respect Ted’s knowledge of and expertise in the areas of trust and estate planning, asset protection planning, business planning, medicaid planning, and charitable planning. He is an expert in his field and is innovative and thorough… Read More
– Thomas C. Sturgill, Owner, The Law Offices of Thomas C. Sturgill, PSC

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