Client / New Client Information

Are you seeking legal help?  Doing a little bit of research of your own before you speak with someone?

We understand.  See below for helpful documents listed on this page to guide you in the right direction.

Left click on one of the filenames below to open or download your desired file.

Click Here to Download Our Client Information Form
pdf Areas of Practice 10-28-26 237.8k
pdf Client Information Form 10-28-26 68.4k
pdf Directions If You Are A Trustee - 7-3-19 1.5M
pdf Driving Directions to RLO - 11-26-18 433.2k
pdf Estate Planning Considerations 10-28-26 106.5k
pdf How Can I Assist You - 11-26-18 343.1k
pdf Info Required to Draft EP Docs 7-15-2020 146.3k
pdf Organizing My Affairs 8-24-23 289.5k
pdf Personal Property Distribution 7-15-2020 82.8k
pdf Probate Admin Guidelines - 4-4-18 153.4k
pdf Probate Avoidance Techniques 7-15-2020 89.9k
pdf Trusts VS Wills 7-15-2020 171.6k
pdf What to Bring to an Office Conference - 9-30-25 122k
pdf What to Consider with Pets - 11-26-18 505.9k
pdf What to Do After Signing Your POAS 7-15-2020 109.8k
pdf What to Do When A Loved One Dies 7-15-2020 157.1k
pdf Wisconsin Probate Procedures 7-14-2020 199k