Intake Forms

To make the best use of your time and ours during the initial consultation, we ask that you complete the appropriate intake form and collect important relevant documents and/or items. Providing this information will enable us to more efficiently address your needs

Please do not let the forms or this process overwhelm you. We ask that you do the best that you can in completing the forms and gathering documentation. Even if you are unable to provide all information at before the initial meeting, we will still have a productive meeting.

If you need assistance in gathering information or have any questions about which forms apply to you, please do not hesitate to contact us at 404-349-2220.

To view and complete the these forms, you must have Adobe Acrobat Reader DC on your computer. If you do not have a copy, you may download a free copy here. https://get.adobe.com/reader/

Estate Planning

• Estate Planning Intake Worksheet—Married
• Estate Planning Intake Worksheet—Unmarried
• Estate Planning—Requested Documents

Long-term Care Planning

• Long-term Care Planning Questionnaire
• Long-term Care Planning—Requested Documents

Estate Administration/Probate

• Probate Intake Questionnaire
• Probate Intake—Requested Documents

VA Claims

• VA Claims Intake Questionnaire—Married
• VA Claims Intake Questionnaire—Unmarried
• VA Claims Intake Questionnaire—Surviving Spouse
• VA Claims—Requested Documents

Special Needs/Supplemental Needs Planning

• Third-party Special/Supplemental Needs Trust Questionnaire

Guardianship/Conservatorship

• Guardianship/Conservatorship—Intake Questionnaire