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To ensure that your consultation is meaningful, please complete the Welcome Packet below. Please complete the welcome packet in as much detail as possible, and send it to me at least three (3) business days before the scheduled meeting. If you are not sure about exact figures or information, your best estimate is sufficient for our initial consultation. The welcome packet provides a comprehensive picture of your personal and financial situation. Without this critical information, my ability to advise you is severely compromised. We ask for this information ahead of time so that we will be able to focus more of our consultation time on your substantive questions and concerns. The information you provide is confidential. 

Simply click on the name of the form below and it will open up your file folders so you can decide where you want it saved.  Then you can simply save it on your own computer and open it up in Adobe PDF. It is VERY important to save the file as soon as it opens, not just when you complete it.  By having this available as a fillable PDF document, you are able to fill in the appropriate information easily and either print and return to us or simply e-mail back – whichever is easier for you.

Client Welcome Packet

 

Philadelphia area Estate Planning and Elder Law attorneys Dahlia Robinson-Ocken offers creative planning in the areas of estate planning, elder law planning, wills, revocable living trusts, long-term care asset protection planning, powers of attorney, medical powers of attorney, guardianships, irrevocable trusts, living wills, estate, probate and trust administration, probate avoidance, asset protection and planning for physicians, tax planning, lawsuit protection planning (including professional malpractice lawsuit protection planning), planning for minor children, faith-based planning, Medicaid planning, Veterans benefits planning and resources, charitable planning and gifting, special needs and disability planning, estate tax planning, business law and succession planning, and Medicaid applications and long-term care crisis planning. Dahlia serves the entire southeastern Pennsylvania and southern and central New Jersey region, including Philadelphia, Montgomery County, Delaware County, Bucks County, Chester County, King of Prussia, Springfield, and Conshohocken in Pennsylvania, as well as Camden County, Gloucester County, Burlington County, and Mercer County in New Jersey.