The intake forms listed below are in PDF format. Once the form opens in your browser (this might take several minutes depending on your connection speed), you can print it out and fill it in by hand or, if the form is marked "fillable," you can first fill it in using your computer keyboard (just hit your Tab key to move from field to field) and then print it out or submit online if online submission is enabled.  In order to use these forms you must have the free Adobe Acrobat Reader installed on your computer.  Click here to download the free Adobe Acrobat Reader.  If you have any trouble opening these forms, or if you're not sure which form to use, please call the office at 703-691-1888 and our Intake Specialist can assist you.  If you would prefer not to fill out an Intake Form, simply call the office at 703-691-1888 and our Intake Specialist can obtain the necessary information from you over the phone.

Family Protection Planning
Use This Form For Estate Planning / Elder Law / Asset Protection

Intake Form (print or submit online)
Intake Form for Blended Families (where one or both spouses have children from a previous relationship)
Typical Agenda for Initial Consultation

Trust or Estate Adminstration

Intake Form for Trust or Estate Administration

Special Needs Planning

Intake Form for Special Needs Planning 

Guardianship and Conservatorship

Intake Form for Guardianship & Conservatorship

Marital Contract or Premarital Contract

Intake Form for Marital or Premarital Contract