Intake Forms

The following forms are in PDF format.

In order to complete the form you will need to save it to your computer, open the saved form and complete it.

When you are done completing the form, save your changes and print the form.

If you plan to visit with Pete about estate planning (wills, trusts, powers of attorney, living wills, etc.), he will ask you to fill out and bring to the first meeting an intake form. You can download the form and read instructions for the forms by clicking on the link on the left hand side.

Intake Form for a Couple
Intake Form for a Single Person

Intake Form for a Couple (Word)
Intake Form for a Single Person (Word)