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FORMS

Thank you for your interest in The Law Offices of Patrick McNally. Attached are questionnaires which we ask you to complete prior to your appointment with our attorneys.  These are in the Adobe Acrobat PDF format.  If you have the Adobe Reader program, you can download and print the forms.  If you do not have Adobe Reader, you can download it at no charge by going to www.adobe.com.


We also ask that you complete a First Consultation Form prior to your appointment.  You can either complete it now and bring it to your meeting, or complete it in the office immediately before your meeting.  It provides us with basic information about you and about your case. PLEASE NOTE that any information you provide on this form will be held in strict confidence and subject to the attorney-client privilege. 

All new clients:

LINK: First Consultation Sheet

If you considering a Conservatorship:

LINK: Conservatorship Questionnaire

If you want to prepare your Estate Plan or if you want to update your current estate planning documents:

LINK: Questionnaire: Estate Plan for Married Couple

LINK: Questionnaire: Estate Plan for Single Person

NOTE:  Prior to your first meeting, please ONLY complete the first 4 pages. 

If someone has died and you want to take care of the person's estate:

LINK: Probate and Trust Administration Questionnaire

If you have questions about elder law, or paying for long-term care:

LINK:  Long Term Care Questionnaire for a single person

LINK:  Long Term Care Questionnaire for a married couple

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