Resources
Client Forms
New Client Intake Form (download-fillable)
New Estate Administration Client Intake Form (download)
Informational presentations
Download
BMV Form 3811 – Affidavit for Designation of Beneficiary
Designating a Beneficiary on Death (TOD) for a Motor Vehicle – instructions
Finding The Right Care Facility
Florida-Ohio Combinatio
Health Care Power of Attorney with End of Life Provisions
How 2020 Stimulus Checks Affect Medicaid Eligibility
Medicaid Application Checklist (Married)
Medicaid Application Checklist (Single)
Medicaid Passport Application Checklist
Memorandum Directing Distribution of Personal Property