CLIENT FORMS
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ESTATE PLANNING INTAKE FORM
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Evans & Davis provides expert service to its clients and enjoys a glowing reputation as a premier leader in a variety of legal issues. We excel in matters that require special attention, sophistication, and extensive experience. We offer our clients an intense and highly individualized focus on their matters. With an abundance of resources and a broad base of shared experience, our attorneys bring a little extra to the table.
1. In order to fill out the below forms you must first have the following programs.
- Internet Explorer 7.0 or higher. ( You must use Internet Explorer to view the below PDF documents.)
- Adobe® Acrobat® 9 Pro or higher. (If you do not have this program a secure link has been provided under the Quick Links Table)
2. Select the form you wish to complete.
- Note: The form will open in a new web browser window.
- Fill in all fields by simply selecting them and typing in the requested information.
3. Saving and submitting your information.
- You must now save the secure filled in PDF document to your desktop.
- Next you can submit the completed form in step 4.
4. Use the below upload form to submit your completed PDF document.
- Click on the Upload File button below and select the copy of your completed PDF document that was saved to your desktop.
- Next enter in your e-mail address and click submit and your information will be uploaded to our secure server where your information will then be processed.
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INFORMATION SERVICES
Evans & Davis offers you the convenience of submitting your information to our Firm via the internet. Below you can select to download a form to fit your needs. If you wish, complete the appropriate form, save it, and submit the completed forms back to our office for review.