Client Intake Forms

Please download, fill out, and return the completed intake form to our office prior to your scheduled appointment.

You may email or fax your completed form to office@stickleylaw.com or 941-474-5507, you may mail-in or drop off your completed form to our office, or use the form below to upload and send your completed form digitally.

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  • If you scheduled an estate/trust administration consultation, please download the PILSA form. 
  • If you scheduled an estate planning consultation, please download the Estate Planning Intake Form
  • If you scheduled Guardianship consultation, please download the Guardianship Intake Form (adult or minor)
  • If you scheduled a Medicaid Planning consultation, please download the Medicaid Planning Form.


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PROBATE PILSA INTAKE

Probate Information and Document List and the Preliminary Information List and Summary of Assets

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ESTATE PLANNING INTAKE

Estate Planning Intake Form

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GUARDIANSHIP INTAKE - ADULT

Guardianship Intake Form for an Adult guardianship

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GUARDIANSHIP INTAKE - MINOR

Guardianship Intake Form for a Minor guardianship


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MEDICAID 

PLANNING INTAKE

Medicaid Planning Intake Form

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