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Intake Forms

We ask prospective clients to do they best they can in completing appropriate intake forms and collecting certain relevant items.

Do not let the forms overwhelm you! We will have a productive first appointment even if you are not finished collecting information. However, it is very helpful to have the relevant information and items available to us from the beginning, as it will allow us to start seeing to your needs as soon as possible.

Please call us at (212) 233-1233 if you have any questions about which forms apply to you or if you need assistance gathering information.

Long-term Care Planning and Asset-Protection Planning

Long-Term Care Planning Questionnaire (Single)

Long-Term Care Planning Questionnaire (Couple)

List of Items Needed for Initial Client Conference: Long-Term Care Planning

Medicare Questionnaire

Vereran’s Aid and Attendance Qualification Review and Questionnaire

List of Documents to Apply for Public Benefits (Medicaid or Veteran’s Benefits)

Estate Planning (including Wills, Trusts, Living Wills and Powers of Attorney)

Estate Planning Questionanaire (Single)

Estate Planning Questionnaire (Couple)

List of Items Needed for Initial Conference: Estate Planning

Estate Administration

Estate Administration or Probate

List of Items Needed for Initial Conference Estate Administration

Guardianships

Guardianship Questionnaire

Special Needs Planning (including First Party and Third Party Trusts)

Special Needs Beneficiary Questionnaire