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.

Type	File Name	Size

pdf	Areas of Practice 11-26-18	362.9k
pdf	Client Information Form 7-14-2020	269k
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 7-15-2020	131.5k
pdf	How Can I Assist You 11-26-18	343.1k
pdf	Info Required to Draft EP Docs 7-15-2020	146.3k
pdf	Medical Assistance Rules 7-14-2020	125.7k
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 11-26-18	413.8k
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