New Client Information
Client Intake Sheets
- Client Intake Sheet Estate Planning Special Needs Planning
- Client Intake Sheet Estate Administration
- Client Intake Sheet Medicaid Nursing Home
- Client Intake Sheet Guardianship
How to Become a Client
Becoming a client of Ayres Presser Elder Law starts with an initial Consultation. When you schedule an initial Consultation, you will be asked to provide some important information that will ensure that the firm can provide you with the best possible advice. This will include an intake form with your personal contact information and in many cases, a detailed financial worksheet that lists your assets, such as bank accounts and real estate. It is essential that you return the intake form and financial worksheet as soon as possible after scheduling your initial Consultation. If this information is not received by our office within one (1) week of your appointment, you may be asked to reschedule.
During the initial Consultation, you will meet with one of our experienced attorneys who will listen to your story and assess your needs and concerns. You will have the opportunity to ask the attorney questions and advice. After the initial Consultation, the attorney will send you a detailed summary of your meeting and recommendations tailored to your specific situation and goals. You will also receive a Fee Agreement that explains the firm’s legal fees and costs for the recommended services. Most of the firm’s work is done on a flat fee basis. The legal fees and costs quoted in the Fee Agreement will not change, unless the scope of our representation changes.
For cases involving Medicaid eligibility and nursing home planning, Ayres Presser Elder Law charges an initial Consultation fee of $375.00. For most other cases, the cost of your initial Consultation is included in the legal fees quoted in your Fee Agreement.
To arrange for an initial Consultation, click the button below or call our office at 814-262-2123. We offer in-person, telephone, and video conference appointments. For an additional cost, we may also meet you at your personal residence if you or your loved one is homebound.
If you have already scheduled an initial Consultation, please complete the applicable Client Intake Form above. If you have scheduled an Estate Planning Consultation, please complete the “Estate Planning” Client Intake Form. If you will be meeting with the attorney to discuss immediate concerns about nursing home placement or Medicaid eligibility, please complete the “Nursing Home/ Medicaid” Client Intake Form. If you will be meeting with the attorney to discuss a guardianship for a loved one, please complete the “Guardianship” Client Intake Form. If you have scheduled an appointment to discuss an Estate or Trust Administration due to the death of a loved one, please complete the “Estate / Trust Administration” Client Intake Form. All Client Intake Forms can be submitted to our office via the secure document upload button below.
