Library Forms
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Business | Personal | Litigation | Cross-Discipline | Office Forms | Commitments |
The forms listed below are in PDF format. Click here to download the free Adobe Acrobat Reader. You can print your form out and fill it in by hand. Some forms are fillable online. You will see highlighted boxes and in some forms an e-mail submit button if it is fillable online. If you have any trouble opening these forms, or if you're not sure which form to use, please call me at 720-323-3776. If you would prefer not to fill out a form, call me and we may be able to obtain the necessary information from you over the phone. If the form does not download in a new window, right click and "save target as" to your computer.
Business
- Business Owner Fact Finder Use this form to organize your information.
- Business Succession Planning Checklist
Personal
- Family Protection Planning
- Estate Planning Worksheet - short form
- Estate Planning Questionnaire - Individual
- Estate Planning Questionnaire - Married
- Estate Planning Questionnaire - Blended Families (where one or both spouses have children from another relationship)
- Guardianship and Conservatorship
- Trust or Estate Administration
- Special Needs Planning
- Marital or Premarital or Post-Marital Contract
- Roommates/Domestic Partnerships
- GLBT Planning Intake Form
- Typical Agenda for Initial Consultation
- Family Emergency List Use this form to help organize your family in anticipation of emergencies.
- Important Documents Location List Give this completed form to your family and heirs
- What To Do When Someone Dies - A Checklist
- Personal Injury Questionnaire
Litigation
- At Issue Intake Form
- Litigation Intake Form [fillable]
- Litigation Meeting Agenda
- Tax Issues
- Testifying On The Witness Stand
Cross Discipline
- Bankruptcy Intake Form
- Tax Issues
- Real Estate Issues
- Debt Reconsolidation & workouts
- Foreclosure
- Finance & financial issues
Office Forms
- Current Fee Schedule
- Hourly Retainer Agreement
- Contingency Fee Agreement
- Estate Planning Fee Agreement