These forms are provided to help clients get organized and be prepared for future meetings together by allowing you to complete all of the necessary paperwork on your own time before we start our work together.
Please download and complete the forms below as requested.
Estate Planning Worksheet
This comprehensive estate planning questionnaire will help you to organize your personal and financial information so that we can assess your needs, evaluate your current estate plans or identify whether changes are desired or required.
Statement of Clients Rights
This document sets forth the rights of legal clients and is required to be posted in all New York attorneys’ offices.