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The following forms are provided to help you prepare for your meetings with us. The name of each form below will direct you to the correct form(s) for your situation, whether you are working with us to prepare an estate plan, a Medicaid or crisis plan or to start a probate. Just find the desired form, then print the pages of the form directly from this website. If you have any questions about this, call us at 205-663-0281. We will be glad to help.
To complete any of these forms, please print them, write in your answers and bring the forms to the office. Do not email the completed forms, as email is not a secure method of transmission of confidential data. If you have any problems with these forms, call our office.