Documents

Our attorneys have developed intake forms to help our clients gather the information needed for our initial appointment.

 

Estate Planning Organizer

This is the information that will be needed by Davies-McGrath Law Office, P.C. in order for us to prepare your Will and/or Trust.  Please feel free to print and complete this form and bring it in to our office for your Estate Planning Appointment.

Probate/Estate Administration Organizer

If a loved one has passed on, this is the organizer you need to fill our before your first appointment with at attorney at Davies-McGrath Law Office, P.C. This information is not final, but it is helpful to understand all assets and debts of the estate as well as the people involved in the estate.

Nursing Home Planning/Public Aid Planning Organizer

This organizer is a preliminary document that we ask our clients to prepare before a meeting to discuss possible public aid planning.  Feel free to download this organizer and bring the completed version to our meeting. Included in this organizer is a list of documents that may be needed in the event you apply for Medicaid.  You need not bring these documents to your first meeting with one of our attorneys at Davies-McGrath Law Office, P.C.

For Sale by Owner Intake Form

Our firm often assists sellers and buyers in For Sale by Owner transactions. We have prepared a Buyer’s Information form that can be used to assist our clients in organizing information for purposes of preparation of a contract in a For Sale by Owner transaction. Please complete this form and bring it to your appointment for the sale or purchase of the property.

Application for Title Insurance

Davies-McGrath Law Office, P.C. is proud to be a member and authorized agent of Attorneys’ Title. As an Attorneys’ Title member, our office can assist clients with all of their title insurance needs. If you need our assistance with title insurance, please download and complete this application. Davies-McGrath Law Office, P.C. uses this Application for Title Insurance to collect the information we need to serve as your title agent. Feel free to print and bring a completed copy to your meeting regarding title insurance.

Prenuptial Information

Prenuptial agreements are becoming an increasingly popular option for many of our clients, especially those entering into second marriages. We ask our clients who are interested in having our office prepare a prenuptial agreement to complete this information sheet prior to our first meeting. This information sheet will provide Davies-McGrath Law Office, P.C. with the basic information we need to assist our clients with prenuptial agreements.