Please download a Checklist AND a Questionnaire and bring the information to your first meeting with the attorney. (Sending it to us ahead of time is even better!)

Nursing Home/Medicaid Forms


Medicaid Client Checklist

Medicaid Client Questionnaire

Estate Planning Forms


Estate Plan Checklist (Couples & Unmarried Clients)

Estate Plan Questionnaire (Couples)

Estate Plan Questionnaire (Single Clients)

*The Intake Forms are fillable.

Questions about the Intake Forms?
Please call us at 812-268-8887 or e-mail us at