CLIENT RESOURCES

The following information may be helpful to you

Fact Sheets

Informational essays

These questionnaires are used as part of our firm’s intake process to assist clients and potential clients with providing us the information we will need in order to render appropriate services. Each questionnaire serves a specific purpose and we request that you complete each questionnaire to the best of your ability. Should you require assistance or have questions with respect to any of these questionnaires please contact our office at 954-227-7320.

  • Initial consultation

  • Estate planning

  • Medicaid planning (single individual)

  • Medicaid planning (married couple)

  • Guardianship

  • Minor guardianship

  • Probate/trust administration

  • Real estate