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Stickley Law 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 or 941-474-5507, or you may mail-in or drop off your completed form to our office.

  • 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 an Elder Law (guardianship or Medicaid planning) consultation, please download the Guardianship Intake Form (adult or minor) OR the Medicaid Planning Form.

Client Forms: Resources

Probate PILSA Form

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

Estate Planning Intake Form

Estate Planning Intake Form

Guardianship Intake Form - Adult

Guardianship Intake Form for adult guardianship

Guardianship Intake Form - Minor

Guardianship Intake Form for minor guardianship

Medicaid Planning Intake Form

Medicaid Planning Questionnaire

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