NOTE: We recommend you fill out this form using the free Acrobat Reader. You can of course also print the form and fill it out by hand if desired.
PLEASE DO NOT OPEN THESE FORMS IN YOUR WEB BROWSER, because you won’t be able to save the information you have entered. To fill out the forms below, first save them to your computer by “right-clicking” on the name of the appropriate form below, selecting “Save Link As” or “Save Target As,” and then save the form to your computer and open it using Adobe Acrobat or Acrobat Reader. Some earlier versions of Acrobat Reader don’t allow you to save the information you type into the form, so please ensure you have Acrobat Reader version XI or later (and ideally the most recent version).
As you enter your information, please save the form frequently to avoid data loss. Sometimes, due to known yet still unresolved bugs in some Acrobat programs, in order to save the document more than once you will need to “Save a Copy” each time. To do this, click “File” in the top left corner of the program and then scroll about halfway down and select “Save a Copy,” and give the file a new name each time you Save a Copy.
Please do not wait till the last day or the last hour to complete this form, as you will very likely not have all the needed information. You should expect that it will take you 2 to 4 hours to fully complete this form, so please plan accordingly and start filling out this form early enough so that you can email the completed form to our office at least 48 hours prior to your appointment. When complete, please email the completed form to whoever scheduled your appointment, at least 48 hours prior to your introductory meeting. If we don’t receive your completed intake form at least 48 hours prior to your introductory meeting, we will most likely need to reschedule your appointment to a later date. Please note that you must complete this form for your consultation. If you are not willing to complete the required intake form, then your initial consultation will be charged at our normal hourly rates. If you have any trouble downloading or opening these forms, or if you’re not sure which form to use, please call the office at 703-691-1888 and a member of our Client Services Team can assist you. We are also happy to email the form to you or send it to you via regular mail upon request.
Lifetime Protection Planning Intake Forms
PLEASE DO NOT OPEN THESE FORMS IN YOUR WEB BROWSER. Click Here First to Download the latest version of Acrobat Reader if You Don’t Already Have it. Right-click the name of the appropriate form below, select selecting “Save Link As” or “Save Target As,” and then save the form to your computer and open it using Adobe Acrobat or Acrobat Reader.
Estate Planning / Elder Law / Asset Protection
Trust and Estate Administration
- Intake Form for Trust & Estate Administration
- Two Levels of Planning for Trust and Estate Administration
Special Needs Planning
Guardianship and Conservatorship
Marital Contract or Premarital Contract
Level 4 Asset Protection
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