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

For anyone in need of an Estate Planning Attorney who is very well versed in Medicaid Planning, all types of Trusts and Tax Laws, I would not hesitate at all in recommending Ted. Read More
– Don Russell, Territory Sales Director - Nationwide Financial Network

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