Prepare for Your Consultation

If you choose to meet with John J. Ross to discuss the preparation of a will, power of attorney and/or trust, it will be helpful if you review and complete the appropriate portions of Mr. Ross’ Client Intake Form.


If you choose to meet with John J. Ross to discuss Estate Planning or Asset Protection, it will be helpful if you review and complete the appropriate portions of Mr. Ross’ Financial Intake Form.


ClientIntakeForm (pdf)

Download

FinancialIntakeForm (pdf)

Download