Instructions
PREFERRED FORMS FOR EASE OF SUBMISSION:
1. Online Estate Planning and Elder Law Questionnaire is to be completed for POAs, Wills, Trusts and all forms of Estate Planning and Long Term Care planning.
2. Online Estate Administration Questionnaire is to be completed when someone has passed away to begin the Probate/Estate Administration Process.
ONLY IF YOU ARE UNABLE TO COMPLETE THE ONLINE QUESTIONNAIRES should you complete the Downloadable FORMS LISTED BELOW.
The Downloadable Estate Planning Questionnaire for POAs, Wills, Trusts and all forms of Estate Planning.
The Downloadable Elder Law Questionnaire (Married & Single) is for people primarily concerned with Long Term Care needs. whether the need is immediate or in the future.
The Downloadable Estate Administration Questionnaire is to be completed when someone has passed away to begin the Probate/Estate Administration Process.
When a Downloadable form is complete, please email the completed form to intake@zacbrownlaw.com.
Online Forms (Pennsylvania)
Client Intake Forms
Complete the intake form that matches your matter. You can save your progress and resume at any time.
Downloadable Forms (Pennsylvania)
Questions? Call 724-942-6200 option 2.
