Forms

We expedite the information intake process by offering clients the convenience of downloadable forms.

Expedite Your Visit with Us

To guide our clients appropriately, we often need to have a “big picture” view of a situation that may require us to review financial, contract and other pertinent information. To streamline the intake process, we provide various Workbooks that need to be completed prior to meeting with one of Fendrick Morgan’s lawyers. Consult your specific firm attorney to understand what information he or she needs from you.

Estate Planning Workbook

(Married)

Estate Planning Workbook

(Married LGBTQ+)

Estate Planning Workbook

(Single)

Life Requires Planning Workbook

(Married)

Life Requires Planning Workbook

(Single)

Estate Administration Workbook

(with Will)

Estate Administration Workbook

(without Will)

Guardianship Questionnaire

Financial Summary

(Married)

Financial Summary

(Married LGBTQ+)

Financial Summary

(Single)

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Why Select a CELA

The Certified Elder Law Attorney (CELA) certification has frequently been referred to as “the gold standard” for elder law and special needs practitioners.