Let’s Get Started

The form below will help us get started quickly whether we will be working on an estate plan, a Medicaid or crisis plan, or starting a probate.

Just print the form. Fill in your information and bring it to our first meeting at either our Pelham or Scottsboro office.  Please do NOT email the completed form because email is not a secure method to transmit your confidential information.

If you have any questions or experience a problem, call us at 205-663-0281. We will be glad to help.

Estate Planning Design Meeting Consideration Form

If you would like to receive information about a specific area of estate planning, please subscribe below and let us know what your primary interest is:

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