Intake forms
Complete Your Intake Forms Before Your Visit

Intake Forms

Download Your Intake Forms

Steps to Get Started:

  1. Download the appropriate intake form.
  2. Fill out the form with your personal and estate details.
  3. Submit the completed form to our office to schedule a consultation.
Intake Forms

General Estate Planning

Intake Forms

Long Term Care Planning

Meeting Locations in Grand Rapids & Hastings – Home Visits Upon Request
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