How To Prepare For Your Consultation

Electronic Forms

Client Contact Information Form
Estate Planning Information Form
Probate/Trust Administration Information Form
Medicaid / VA Benefits Information Form

Print Forms and Checklists

Client Background and Financial Information Form (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)

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Testimonials

When I decided it was time to do estate planning, my financial advisor recommended Ted Gudorf.  I could not be more pleased with the experience and result.  Ted is obviously very knowledgeable and took the time to thoroughly understand my finances,… Read More
– Melody Weil, Owner

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