Important Intake Forms for Your Meeting

In order to maximize our time together at the initial free consultation, we ask that you take a moment to complete the questionnaire below and select the downloadable form that best corresponds to your legal issues. Complete the form, print and bring with you to your scheduled appointment. Please be assured that the information that you send will be held in confidential.

By answering this form, you are not establishing an attorney/client relationship with Chayet & Danzo, LLC. An attorney/client relationship will only be established upon the signing of an engagement agreement for legal services after an in-person consultation with an attorney for Chayet, Danzo, LLC to determine whether or not our firm can assist you with your case.

If you have not yet made your first appointment with us, please click Contact Us or call our office at 303-872-5980 or 888-472-1088

*Name:

Street Address:

City:

State:

Zip:

Best phone number to reach you:

*Email Address:

How did you hear about our firm?

When is your first appointment with us to discuss your case?

If you do not have an appointment scheduled with us, may we contact you to set an appointment?

Please provide a brief summary of why you are seeking legal counsel:


What are your goals in this situation?


Have you spoken to legal counsel on these issues before? if so, who?

What is your level of experience in working with attorneys?

Who is our appointment regarding

Does the subject person have a Medical Power of Attorney?

Does the subject person have a trust?

And if so what kind of Trust?

Does the subject person have a Financial Power of Attorney?

Does the subject person have a Last Will and Testament?

Does the subject person or couple have assets in excess of $2,000,000?

In your lay opinion, is the subject person disabled or incapacitated?

Is the subject person a veteran?

Does the subject person receive any public or private benefits such as SSDI, private disability payments, Medicaid, or Medicare? Please list all benefits being received or applied for.

Are there any legal proceeding pending or concluded before a court in this matter? If so, please include the name of the court and applicable case number.

NOTE: An asterisk (*) indicates REQUIRED information. The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

Conservatorship and Guardianship Intake Form

Probate Administration Questionnaire

Public and Private Benefit Planning Intake Form

Simple Estate Planning Intake Form

Chayet & Danzo, LLC is a boutique elder law, estate planning, and disability firm representing clients throughout Colorado, including the cities of Denver, Aurora, Arvada, Boulder, Vail, Edwards, Aspen, Littleton, Centennial, Castle Rock, Wheat Ridge, Thornton, Westminster, Parker, Highlands Ranch, Cherry Hills, and Longmont, and throughout Denver, Arapahoe, Adams, Boulder, Douglas, Eagle, El Paso, Jefferson, and Summit Counties.