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 an excellent attorney, He is very successful because of his knowledge and because he focuses on his clients needs. I am very impressed with the Planning he has accomplished for families with large farm holdings. He is the one I would call for… Read More
– Jim Swain, Owner, Swain Law Firm

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