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 met Ted when he was President of the Ohio Forum of Estate Planning Attorneys. Being new to estate planning, he volunteered to spend some time with me to help me understand some very complex estate and tax planning techniques that many attorneys … Read More
– Russell Golowin, Elder Law and Estate Planning Attorney, Golowin Legal, LLC, Was with another company when working with Ted at Gudorf Law Group, LLC

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