Please download and complete the appropriate forms prior to your consultation. Do your best to complete the forms, but it is okay if you cannot answer every question. Bring the completed forms and copies of documents and financial information that you referenced in completing the form with you to the consultation (for example, deeds, bank statements, and estate planning documents).
Lifecare Planning Form – Couple
Life Care Planning Form – Individual
Estate Planning Worksheet
If you have any questions about completing these forms, you may contact our office at (502) 955-1005.