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Forms and Documents

Elder Law Attorney for Rhode Island, Eastern Connecticut and Southeastern Massachusetts

We ask prospective clients to do they best they can in completing appropriate intake forms and collecting certain relevant items.

Do not let the forms overwhelm you! We will have a productive first appointment even if you are not finished collecting information. However, it is very helpful to have the relevant information and items available to us from the beginning, as it will allow us to start seeing to your needs as soon as possible.

Please call us at 401-724-9400 if you have any questions about which forms apply to you or if you need assistance gathering information.

Please click on the appropriate form and print

Client Intake Sheet

Rhode Island Elder LAw Attorney

Single Trust Questionnaire

Rhode Island Elder Law Attorney

Joint Trust Questionnaire

Home Emergency Planning Checklist

Rhode Island, Southeastern Massachusetts and Eastern Connecticut Elder Law Attorney

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Rhode Island Elder Law Attorney


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This website includes general information about legal issues, issues affecting seniors and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and/or problems.