Client Forms

Please click on the links below for the appropriate forms:

Client Information Form

Estate Planning for Couples Questionnaire

Estate Planning for Individuals Questionnaire

Supplemental Needs Trust Personal Information Questionnaire for a Minor Child

Supplemental Needs Trust Personal Information Questionnaire for an Adult

Social Security Disability Questionnaire

Moschella & Winston, LLP

440 Broadway, Somerville, MA 02145. Phone: 617-776-3300 Fax: 617-629-7500

Massachusetts trust and estate planning law firm focused on elder law and disability law, special needs planning, supplemental needs trusts, and veterans benefits. Serving clients in the greater Boston area including Arlington, Belmont, Cambridge, Everett, Lexington, Medford and beyond.