NOTE:  If you are using a Windows PC, we recommend you fill out this form using the free Acrobat Reader. If you are a Mac user, please fill out the form using Preview (built into Mac); once done filling out in Preview, choose Print from the File menu and then use the PDF option to save it to a PDF. You can of course also print the form and fill it out by hand if desired.

PLEASE DO NOT OPEN THESE FORMS IN YOUR WEB BROWSER, because you won’t be able to save the information you have entered.  To fill out the forms below, first save them to your computer by “right-clicking” on the name of the appropriate form below, select “Save Target As…,” and then save the form to your computer and open it using Adobe Acrobat or Acrobat Reader.  Some earlier versions of Acrobat Reader don’t allow you to save the information you type into the form, so please ensure you have Acrobat Reader version XI or later.  As you enter your information, please save the form frequently to avoid data loss.  When done, please email the completed form to or print it and bring it to your introductory meeting. Please note that you must complete this form in order for your consultation to be free.  If you don’t fill the form out before your appointment, please be sure to arrive at our office at least an hour before your appointment to fill out the form prior to your appointment. If you are not willing to complete the required intake form, then your initial consultation will be charged at our normal hourly rates.  If you have any trouble downloading or opening these forms, or if you’re not sure which form to use, please call the office at 703-691-1888 and a member of our Client Services Team can assist you.  We are also happy to email the form to you or send it to you via regular mail upon request.

Lifetime Protection Planning Intake Forms

PLEASE DO NOT OPEN THESE FORMS IN YOUR WEB BROWSER. Click Here First to Download the latest version of Acrobat Reader if You Don’t Already Have it. Right-click the name of the appropriate form below (unless you use the “Online Submission” form), select “Save Target As…,” and then save the form to your computer and open it using the Adobe Acrobat or Acrobat Reader.

Estate Planning / Elder Law / Asset Protection

Trust and Estate Administration

Special Needs Planning

Guardianship and Conservatorship

Marital Contract or Premarital Contract

Level 4 Asset Protection

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