Intake Forms

Intake Forms for Summers Legal, PA

We ask prospective clients to do the 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.

Long-Term Care Planning & Asset-Protection Planning

• Long-Term Care Planning Questionnaire (Couple)

• Long-Term Care Planning Questionnaire (Single)

• Items Needed for Initial Client Conference: Long-Term Care Planning

• Items To Be Gathered To Prepare And Submit Medicaid Application

Estate Planning (including Wills, Trusts, Living Wills & Powers of Attorney)

• Estate Planning Questionnaire (Single)

• Estate Planning Questionnaire (Couple)

Guardianships

• Guardianship Questionnaire