Intake & Document Upload

Estate Planning Confidential Intake 

Start your estate planning journey with confidence. This confidential intake form helps us gather essential details to create a customized estate plan that protects your assets and honors your wishes. Whether you're setting up a will, trust, power of attorney, or health care directive, this is the first step in creating a secure future for you and your loved ones.

Note: All information you provide through this intake form is securely encrypted and stored using DecisionVault—a trusted platform built specifically for legal professionals. Your data is protected with industry-standard security protocols and is only accessible to authorized members of our team. Submitting this form does not create an attorney-client relationship, and we do not share your information without your consent.

Trust Review Confidential Intake

Already have a trust in place but not sure if it still fits your needs? Our Trust Review Confidential Intake form allows us to assess your existing trust documents and identify areas that may need updating due to changes in the law, your assets, or your family structure. Ensure your estate plan continues to reflect your goals. 

Note: All information you provide through this intake form is securely encrypted and stored using DecisionVault—a trusted platform built specifically for legal professionals. Your data is protected with industry-standard security protocols and is only accessible to authorized members of our team. Submitting this form does not create an attorney-client relationship, and we do not share your information without your consent.

Probate and Trust Administration Confidential Intake

If you’ve recently lost a loved one and are navigating the probate or trust administration process, this intake form is designed to help us understand your situation and how we can support you. We’ll review the estate, identify key responsibilities, and guide you through each step with compassion and clarity. 

Note: All information you provide through this intake form is securely encrypted and stored using DecisionVault—a trusted platform built specifically for legal professionals. Your data is protected with industry-standard security protocols and is only accessible to authorized members of our team. Submitting this form does not create an attorney-client relationship, and we do not share your information without your consent.

Limited Conservatorship Confidential Intake

This confidential intake form is for families seeking a limited conservatorship, often needed for adults with developmental disabilities. We’ll use this information to evaluate your situation and advise you on the best path forward to protect your loved one’s well-being and rights. 

Note: All information you provide through this intake form is securely submitted through Lawmatics, a trusted client relationship platform used by legal professionals. While this form helps us begin understanding your situation, submitting it does not create an attorney-client relationship. Your data is protected using industry-standard encryption and is only accessible to authorized members of our team. We do not share your information without your consent.

General Conservatorship Confidential Intake

When a loved one is unable to care for themselves or manage their finances due to illness, injury, or aging, a general conservatorship may be necessary. This intake form helps us understand the nature of the need and determine the right approach for pursuing a conservatorship that respects their dignity and protects their interests. 

Note: All information you provide through this intake form is securely submitted through Lawmatics, a trusted client relationship platform used by legal professionals. While this form helps us begin understanding your situation, submitting it does not create an attorney-client relationship. Your data is protected using industry-standard encryption and is only accessible to authorized members of our team. We do not share your information without your consent.