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Partnership Planning Forms


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At McMillan Metro, P.C., our goal is to make important partnership planning decisions as easy as possible.

Please click here for our contact information.

Pre-Appointment Questionnaire

Please download, print and complete as much of this form as possible before your appointment. It contains the information we will need to get right down to work.

  Download Pre-Appointment Questionnaire PDF

 Download Pre-Appointment Questionnaire MS Word Document


DocuBank provides emergency access to your healthcare directives, 24/7/365, online and via phone or fax. We include DocuBank as part of our estate planning services to ensure that your living will, health care power of attorney and other medical directives will be available at the hospital when you need them, where you need them.

Be sure to carry your DocuBank Emergency Card in your wallet — next to your driver’s license or health insurance card — at all times. You should also periodically update your emergency contact and medical information stored with DocuBank.  To do so, simply click here or on the DocuBank logo. For more information on this valuable service, visit

Direction Documents

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