New Client Intake for Estate Planning or Business Law

In order to help me evaluate your situation and best serve your needs, please take a moment and fill out one of these intake forms.

Simply complete the appropriate form and send a completed copy via either email or mail at least 24 hours prior to our initial consultation. 

Estate Planning Form

Please use this form to organize all of family,  assets and goal data for estate planning.

Estate Planning in Helena Montana MT Intake form

Estate Planning Worksheet


New Business Law Form

Please use this form if you are seeking help starting a new business. This will help clarify the business structure in your mind and speed up the formation process.

Business Law in Helena Montana MT

Business Law Intake Form