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Below are the Confidential Data Forms that you need to fill out and bring to your first office visit. Download the files by clicking on the links below.

Downloadable Fillable PDF Files:

Single Trust Maker Single Trust Maker (208 KB)

Married Trust Maker Married Trust Maker (253 KB)

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The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.