The Wealth Advisor

View All

The Wealth Counselor

View All


Welcome to the Patel & Associates Forms page. We use this page to securely gather information from our clients and prospective clients to allow us to better serve you. Please view the forms on the left of this page to select the form you would like to submit to us. Upon receiving a completed form, you will be contacted by the appropraite person in our office. Thank you.

General Office Forms
Client Intake Form

Estate Planning Forms
Estate Planning Questionnaire

Family Law Forms
Adoption Questionnaire

Divorce Questionnaire

Divorce With Protective Order Questionnaire

Immigration forms

H-1B Questionnaire and Checklist

G-325 A Questionnaire