Client Information

We can assist our clients best if we have certain information about your particular situation and needs. All information provided is strictly confidential.

For our clients’ privacy and security, the requested forms are available through DocuSign, a web-based platform.

  • Click on the links or icons below to begin filling out the forms.
  • The Planning Questionnaire and Guardian and Conservator Intake forms may be started and completed at a later date by using the link in the initial email from DocuSign.  For a step-by-step directions, click here.
  • When the form is completed, please click “Finish” at the top right of your screen to submit.  Please submit your Planning Questionnaire or Guardian and Conservator Intake forms prior to your appointment.
  • If you need assistance, please call our office at (703) 787-8173.

Planning Questionnaire Guardian & Conservator Intake Form

Advanced Medical Directive Grid Fiduciary Worksheet