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 have collaborated and worked with Ted. He is a credentialed and experienced professional. Just as important, Ted is personable and easy to work. I recommend him without reservation. Read More
– Stephen J. Mancini, Principal; Attorney, Strazzeri Mancini LLP

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