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 know of no other attorney I would hire to deal with estate planning and elder law. Ted is an expert in the field. He is an excellent listener who assimilates information in a thoughtful manner and comes up with best-case solutions. He conducts his… Read More
– Suzanne Starr

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