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

Ted is extremely knowledgable and skilled in the areas of estate planning, wealth preservation, and asset protection. He is always willing to assist clients and attorneys, is easy to work with, and provides top level services worthy of his designatio… Read More
– Charles Kay, Owner, Law Offices of Charles J. Kay, LLC, Was with another company when working with Ted at Gudorf Law Group, LLC

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