Intake Forms

INTAKE FORMS

Real Estate Purchase Questionnaire

Are you purchasing a property and having Michael & Associates act on your behalf? Please complete the following short questionnaire for our records. Click HERE to complete.

Estate Intake Form

Have you been named the executor of an estate? Confused about where to begin? Fill in this form with as much detail as you have available, and a member of our team will be able to begin helping you.

Click HERE to begin.

Will Intake Form

A Will is one of the most important documents you will ever make. Filling in this form is the first step to protecting your estate with a Will. Be sure you have all relevant information on hand when you complete this questionnaire, including financial information. Once completed, a member of our team will be in touch regarding the next steps.

Click HERE to begin.

Incorporation Intake Form

Looking to incorporate your business? We can help get you started.

Click HERE to begin.