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 for Couples & Single People

Estate Plan Questionnaire for Couples

Estate Plan Questionnaire for Single People

*The Intake Forms are fillable.

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