Estate and Elder Planning Intake Form

ALATSAS LAW FIRM

Estate Planning • Elder Law • Asset Protection • Medicaid Planning

📍 2115 Ave U, Brooklyn, NY 11229 📞 (718) 233-2903 ✉️ info@alatsaslaw.com

PERSONAL INFORMATION FORM

Congratulations on taking your first step to securing your family's future and preserving your legacy! At your Vision Meeting we will discuss at least three options to help you achieve your goals, and you are under no obligation to proceed.

We would like to maximize the time you spend with us, so coming in prepared really helps. That's why we ask you to complete this personal information form - to streamline our meeting, so we can get right to what you want to know.

📋 How to Submit This Form

Step 1: Fill out all sections of this form completely. Fields marked with * are required.

Step 2: Review your entries for accuracy before saving.

Step 3: Click the submit button. Your form will be uploaded to our system and we will have it ready at your Vision Meeting.

Secure Your Family's Legacy with Tailored Estate Planning Solutions from Alatsas Law Firm

Estate planning shouldn’t be a one-size-fits-all approach—your family deserves a plan as unique as your life story. With nearly 30 years of experience serving Brooklyn and the surrounding boroughs, we understand the specific challenges facing New York families. Our heart is in helping you feel secure and taken care of through every step of the estate planning process. We take the time to listen to your concerns, answer your questions, and create solutions tailored to your specific needs. Ready to ensure your family legacy is guaranteed? Contact us today to schedule your free consultation. We’ll work together to create a personalized estate plan that protects your assets and gives you the peace of mind you deserve.

Why Choose Us?

Experience. We’ve been proudly serving the community for over three decades—creating lasting relationships with our clients and their families. While every client is unique, our breadth of experience has given us the ability to handle a wide range of legal concerns.
Personal attention. As a small firm, we can provide the one-on-one attention and focus you deserve. You can be assured your satisfaction is our top priority.
Responsiveness. We are committed to keeping you updated as your case progresses and are always happy to answer any questions you may have about what to expect next. We want you to feel confident and in control of your future.
Empathy. Dealing with legal issues affecting your family and finances can be stressful. We understand your concerns and will proactively work to provide you with peace of mind as you move forward.

Prepare for your Vision Meeting

Congratulations on taking your first step to securing your family's future and preserving your legacy! At your Vision Meeting we will discuss at least three options to help you achieve your goals, and you are under no obligation to proceed.

We would like to maximize the time you spend with us, so coming in prepared really helps. That's why we ask you to complete this personal information form - to streamline our meeting, so we can get right to what you want to know.

📋 How to Submit This Form

Secure Your Family's Legacy with Tailored Estate Planning Solutions from Alatsas Law Firm

Why Choose Us?