Client Forms

We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us or submitting any of the forms provided on this website does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

Client Intake Form for Estate Planning (pdf format)
Using this form will assist us in designing an Estate Plan.

Client Intake Form for Estate Planning (Word format)
Using this form will assist us in designing an Estate Plan.

Client Intake Form for Trust Administration / Probate (pdf format)
Using this form will assist us in Trust Administration / Probate

Client Intake Form for Trust Administration / Probate (Word format)
Using this form will assist us in Trust Administration / Probate

Client Intake form for Medi-Cal Planning (pdf format)
Using this form will assist us in Medi-Cal Planning.

Client Intake Form for Medi-Cal Planning (Word format)
Using this form will assist us in Medi-Cal Planning.

Guidelines for Naming a Guardian of Your Minor Child
This document gives you guidelines in choosing a guaridan for your minor children.

12 Tips for Choosing a Guardian for your Minor Children
This document gives you 12 helpful tips in naming a guardian for your minor children.

LegalVault Enrollment Form
Use this form to enroll in LegalVault through KRASA LAW, Inc.