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Gudorf Law Group, LLC
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Phone: 937-898-5583

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Home » Client Forms

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Online Forms

Client Organizer
Probate/Trust Administration Information Form
Medicaid / VA Benefits Information Form
Contact Information Only

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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)
List of Items to Bring for Guardianship (PDF)
Client Background and Financial Information Form (PDF) (“Gold Sheet”)
Guardian's Handbook - Montgomery County, Ohio (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, fam… Read More
– Melody Weil, Owner

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"8 Questions to Ask Before Choosing an Estate Planning Attorney"

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Top 5 Questions About Long Term Care

"Top 5 Questions About Long-Term Care Medicaid"

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Recent Blog Posts

Jan
23
What is a Community Property Trust?
January 23rd, 2023
Ten states in the U.S. are classified as “community property” states, in which each partner in a marriage is considered to own half of the assets acquired during the marriage. Although community property jurisdictions constitute a small minority… Read More
Dec
22
How to Leave an IRA to Heirs
December 22nd, 2022
Retirement assets, including Individual Retirement Accounts (IRAs), often make up a large part of a deceased person’s estate. Retirement accounts are also, unfortunately, one of the biggest sources of estate-planning errors. The rules about distrib… Read More

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Gudorf Law Group, LLC
8153 North Main Street
Dayton, OH 45415
Phone: 937-898-5583
Fax: 937-898-5584
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Satellite offices in Cincinnati,Ohio, Centerville, Ohio and Troy, Ohio

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