Forms & Guidance from DLS Attorney
David Langolf Smith has provided some of his legal forms here. Please contact us if you have questions about the forms you may wish to complete before the initial meeting. To help us help you, please take the time to complete these forms before your initial consultation — your responses can help organize your case and may reduce the amount of information you need to gather later.
Come prepared, save time
A few minutes with these forms before your appointment means more of your time with David goes toward your questions and your case — not paperwork.
Not sure which forms you need? Call our office at (765) 675-7776 and we'll let you know exactly what to bring, based on your matter.
Getting Started
Initial Meeting (New Client) Intake Form
Basic contact and case information we need before your first meeting with David.
Wills & Estate Planning
Confidential Will Questionnaire
Helps David understand your family, assets, and wishes so he can prepare or update your will.
About Your Will
General information about wills and what to consider before your consultation.
Consumer Alert: About Living Trusts
Important information for consumers considering a living trust as part of their estate plan.
Probate & Estate Administration
Personal Representative's Checklist
"There's a Death and You're in Charge" — a step-by-step checklist for personal representatives of an estate.
Estate Administration Flow Chart
A visual overview of how estate administration proceeds through Indiana's probate system.
Personal Representative Instructions (Unsupervised Administration)
Attorney guidance for personal representatives handling an unsupervised estate administration.
Powers of Attorney
Duties of an Attorney-in-Fact (POA Guidance)
Explains the responsibilities of an attorney-in-fact acting under a power of attorney.
Attorney-in-Fact's Duty to Keep Records & Provide an Account
Requirements for keeping records and providing an accounting of actions taken under a power of attorney.
Any form you obtain from this website is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters, and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been clearly established.