Elder Law Client Intake Form

An Elder Law Client Intake Form is a legal document that is used by elder law attorneys to gather information about a new client’s legal needs and personal circumstances. The form typically includes questions about the client’s age, health status, marital status, family relationships, income, assets, and any existing legal documents or arrangements. The form may also include questions about the client’s goals and concerns, such as asset protection, long-term care planning, or estate planning. The information gathered through the intake form helps the attorney to assess the client’s legal needs and develop a plan of action to address those needs. The Elder Law Client Intake Form is an important tool for ensuring that elder law clients receive comprehensive and personalized legal services that are tailored to their unique circumstances.