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Client Forms

Please choose the appropriate Questionnaire below. Forms may be completed electronically or by hand. Electronically completed forms may be saved for your records. Please complete to the best of your ability and bring a physical copy to your first appointment. Your accuracy and completeness will help us represent you.

Estate Planning Questionnaire

Wills, Trusts, Living Wills and Powers of Attorney

Single Individual Questionnaire

Married Couple Questionnaire

Supplemental Estate Planning Questionnaire

Guardianship Petition Questionnaire

Help and Explanations

Wills, Trusts, Living Wills and Powers of Attorney
Explanation of Estate Planning Jobs
Comparison of Special Needs Accounts Able Accounts vs. Trust
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Office Location

4745 W. Lincoln Highway
Parkesburg, PA 19365
With nearly three decades of experience in our field, we put our clients and their families needs first.

Complimentary initial consultation and annual review are included.
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