1-239-208-3040 info@swankelderlaw.com

Prepare For Your Appointment

What should I do first?

Do your homework. The best way to make the most out of your appointment is to be prepared. The more detail and documentation you can provide, the more productive and efficient your appointment will be. Providing a copy of every account statement is also important. This allows your attorney to see exactly how each account is titled, which could mean the difference between a probate, or probate avoidance.

We often see clients who are meeting with us following a crisis, an illness, a fall, or even a death. We recognize you may not have all of the information you would like. Take a deep breath and do the best that you can.

Intake Forms

Below are links to download our intake forms for completion prior to your appointment.

Singles Intake Form

If we are meeting with you individually, this is the form you will need to complete.

Couples Intake Form

If we are meeting with you concerning you and your spouse, this is the form you will need to complete.

Probate Intake Form

If we are meeting with you concerning Probate, this is the form you will need to complete.

Do you need help with Elder Law?

How can we help?

Feel free to ask a question or simply leave a comment.

Do you need help with Elder Law?

How can we help?

Swank Elder Law

The firm of Britton G. Swank, P.A. is skilled at providing legal assistance to older adults and people of all ages preparing for the future.

Our Offices

Main Office:
10175 Six Mile Cypress Parkway, Ste 4
Fort Myers, Florida 33966

Satellite Office:
By Appointment Only
702 Leeland Heights Blvd W
Lehigh Acres, Florida 33936