Forms & Links

Forms

Fillable Intake Form

1. Personal Information Form (Fillable)

Please note: Intake forms must be saved to your computer before inputting your information into the fillable form. All content will be lost if the form is not saved first, then filled out.

If you would like to submit the completed form via email please call or e-mail our office at info@dslawcolorado.com first so that we may provide a secure link for transmission or print the complete form and bring with you to your consultation.

Additional (Non-Fillable) Forms

• Biden Tax Proposals
• Planning Issues when Using the Temporarily High Gift/Estate Tax Exemption
• Estate Planning Goals
• Basic Estate Planning Comparison Checklist
• Client Care Checklist
• Top Ten Estate Planning Mistakes
• 19 Critical Factors For Choosing An Estate Planning Attorney
• Top Ten Business Owner Mistakes
• 32 Questions for Every Business Owner
• Buy/Sell Agreement Checklist
• Corporate Questionnaire

Useful Links

Colorado State

• State of Colorado
• Colorado Bar Association
• Colorado Secretary of State
• Colorado Supreme Court

Federal Government

• FirstGov
• Internal Revenue Service
• Social Security Online
• Library of Congress

Legal Resources

• US Courts
• American Bar Association
• U.S. Tax Code On-line
• Legal Glossary

Estate Planning

• WealthCounsel
• Estate Planning Links
• Smart Money
• Ethical Wills

Business

• US Chamber of Commerce
• Department of Labor
• Better Business Bureau
• Business Colorado
• Small Business Association

Special Needs

• Developmental Disabilities Resource Center
• Special Needs Alliance

Retired and Elderly

• Medicaid
• Administration on Aging
• Elder Web
• National Guardianship Association
• Seniors Resource Guide
• AARP