Resources

Client Intake Forms

Before meeting with one of our Attorneys we ask that you download and fillout the appropriate form for your consultation. Fill out the form to the best of your ability and together we will fill in any gaps at our first meeting. Click on the links below to open the fillable PDFs.

• Initial Client Consultation Intake Form

• Business Organization Intake Form

• Estate Planning Intake Form (Husband and Wife/Partners)

• Estate Planning Intake Form – Supplemental Questions (Husband and Wife/Partners)

• Estate Planning Intake Form (Single Person)

• Estate Planning Intake Form – Supplemental Questions (Single Person)

• Domestic Relations Intake Form 

• Surrogacy Intake Form

• Probate Estate Intake Form

Useful Websites

• American Bar Association

• Greene County Ohio

• Internal Revenue Service

• Montgomery County Ohio

• Ohio Revised Code

• Ohio Secretary of State