If the Pro Bono Supplemental Needs Planning Program is not suitable for your situation, contact our office to schedule an initial consultation.
Before your initial consultation, complete and return our confidential estate planning questionnaire and our supplemental questionnaire for special needs planning.
You can download the questionnaires and print them from your computer by clicking below.
Alternatively, if you are interested in completing a combined questionnaire online, which we expect will make the process quicker and more efficient on your end and ours, you can access our secure online version below. However, please understand that our online questionnaire is new, and, while it has been tested, it still might have a glitch or two.
Locate any existing wills, trusts, real estate deeds, and other estate planning documents you have previously signed and either send copies to us before (or bring them to) your initial consultation.
To help prepare for your initial consultation, review background information on estate planning and supplemental needs planning.
Begin contemplating the decisions you will need to make as part of the planning process.
LEARN MORE ABOUT PLANNING DECISIONS