Becoming a Client

What to expect

 It is our goal to provide you with as much information as possible enabling you to make better decisions when creating your estate plan.  Deciding how to distribute your assets should be a well thought out process. At the Elder Law & Estate Planning Center, we listen to your concerns and provide you with various options to pick and choose an estate plan designed and customized based on your specific goals. 


Advanced Preparation

 Ours is a thoughtful process that requires advanced preparation on your part in order for us to provide you with the most thorough and comprehensive consultation possible. We look forward to having the opportunity to review your family information in advance. We ask that you complete and return the intake form no more than 4 business days prior to your appointment. 

Document Review

We review existing estate planning documents to determine their validity and reliability in South Carolina.  If you would like your existing documents reviewed, contact our office to find out more about our process.  We ask that all existing documents and intake forms are received by our office at least 4-5 business days prior to your appointment. 

Estate Planning Forms

If you are single, please use this form.

Single Intake Form EP (pdf)

Download

Estate Planning Forms

If you are married, please use this form

Married Intake Form EP (pdf)

Download

FOR ALL OTHER FORMS

Please contact our office for other forms for Medicaid, Guardianship and Probate

Two Office Locations to Serve You!

Bluffton - Hilton Head

BLUFFTON OFFICE

We accept intake forms and existing documents Monday-Friday - 9 am 5 pm. If the office is temporaril

Elder Law & Estate Planning Center

Elder Law Center, 10 Pinckney Colony Rd, Suite 400, Bluffton, South Carolina 29910

(843) 757-5294

HILTON HEAD SATELLITE OFFICE

BY APPOINTMENT ONLY!

Intake forms and existing documents should be dropped off at the Local Life Building Receptionist, 800 Main Street, Hilton Head Monday-Friday 9 am - 5 pm. 


Please DO NOT attempt to drop off documents at the 200 Building.  


Appointments will take place at the 200 Building Conference Room. 

Elder Law & Estate Planning Center

200 Main Street, Hilton Head Island, South Carolina 29926, United States

(843) 757-5294

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