Probate and Estate Planning Intake Form

When I clerked for a firm in Norwich before taking the Vermont Bar Exam in 1995, I would often come down the stairs to the waiting area and find a couple sitting with their suitcases.  I knew when I saw the luggage that they were waiting for our estate planning partner, and that they were on their way to the airport for some long trip, having postponed their estate planning until the last minute and then being unwilling to leave town without finally putting it together.

Some folks find it difficult to think about what should happen to their belongings and possessions when they are no longer here to enjoy them. Others think that they have so little that it really isn’t worth all the bother of getting their estate plan in order. We would contend that the best gift that you can give your family, as well as yourself, is a clearly written blueprint for what they will need to do when you are no longer with them.

And we’re ready to help you reach that goal.  Please contact us to see how we can help you and your family members have the peace of mind that comes with knowing you settled your affairs with your love for them foremost in your mind.

Name *

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Last

Email *

Phone *

Phone 2

Street Address *

City *

State *

Zip *

Other Party Name *

First

Last

Other Party Email *

Other Party Phone *

Other Party Street Address *

Other Party City *

Other Party State *

Other Party Zip *

Name of Other Party's Attorney if known:

Add'l Other Party Name

First

Last

Add'l Other Party Email

Add'l Other Party Phone

Add'l Other Party Street Address

Add'l Other Party City

Add'l Other Party State

Add'l Other Party Zip

Add'l Name of Other Party's Attorney if known: *

Please briefly describe the reason you are seeking a consultation *

If action is filed, please provide name of court and docket number:

Other information you would like to know:

Preferred days/times for scheduling:

Submit

• Once both parties have contacted us, to confirm their participation in mediation, it is our practice to  communicate via email. Communicating via email allows everyone to have the same information at the  same time and everyone must “reply to all” so that everyone has all of the information that is being  circulated.  
• You will then receive a mediation agreement for you both to review. The agreement includes important  information about the process itself.  
• The hourly rate is $300.00 (responsibility for payment is divided between you as you agree).  
• The meetings are scheduled by email as well. Our office is located at 15 Railroad Row, White River  Junction, VT.  
• Both parties meet together with Attorney Buckholz, neither party meets with her separately to discuss  the issues prior to the first session. During the mediation process, each party may have separate meeting  time with Attorney Buckholz if the parties agree to doing so.  
• If any documents have been filed, we ask that they are brought to the first mediation session or sent  ahead of time.