Client Intake Forms

To help us better understand your needs, please complete and return the appropriate intake form before your scheduled appointment. Intake forms may be emailed to info@eastpolklaw.com, delivered in person to our Altoona office, or securely uploaded using the form below.

You may also print and bring your completed form to your scheduled consultation.

Instructions:

  • If your appointment relates to estate or trust matters, please complete the Probate Intake Form.
  • For estate planning services, use the Estate Planning Intake Form.
  • For guardianship consultations, download the appropriate Adult or Minor Guardianship Form.
  • If you are meeting with us to discuss Real Estate, please complete the Real Estate Planning Form.


If you’re unsure which form to complete, feel free to contact our office for guidance.

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Estate Planning Intake

Basic planning details, assets, and family structure.

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Probate Intake

Preliminary estate information and document checklist

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Guardianship Intake (Adult)

Information for individuals seeking guardianship of an adult


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Guardianship Intake (Minor)

Information for guardianship of a minor child.

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Real Estate Planning

Checklist for consultations related to Real Estate.


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Family Law Intake

Checklist for consultations related to Family Law.


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Business & Corporate Law Intake

Common questions that Corporate clients should be ready to address.

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 Municipal Law Intake

Checklist for consultations related to Municipal Law.


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Not sure what form you need?

Contact Our Office or call us at (515) 967-4264 and our staff will be happy to help.