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Client Forms

Please click on the appropriate link below to open a printable PDF form.  Please print out and complete the form.  Mail the completed form to the Lahti, Lahti & O'Neill,LLC headquarters located at One Richmond Square, Suite 303N, Providence, RI 02906.

 

New Client Information Form (Single)

New Client Information Form (Married)


Existing Client Information Form


Client Satisfaction Survey

Digital Assets Inventory Form

Retirement Planning Data Input Form

 

Having trouble printing?  Once your form is open, type "CTRL-P" (at the same time) on your keyboard, and your print option should open.


With three office locations in Providence, New Bedford and Cape Cod, the attorneys of Lahti, Lahti & O'Neill, P.C. assist clients throughout Rhode Island and Massachusetts. Areas we serve in Rhode Island include Barrington, Block Island, Bristol, Burrillville, Central Falls, Charlestown, Coventry, Cranston, Cumberland, East Greenwich, East Providence, Exeter, Foster, Gloster, Hopkinton, Jamestown, Lincoln, Little Compton, Middletown, Narragansett, Newport, New Shoreham, North Kingstown, North Providence, North Smithfield, Pawtucket, Portsmouth. Providence, Richmond, Scituate, Smithfield, South Kingstown, Tiverton, Warren, Warwick, Westerly, West Greenwich, West Warwick and Woonsocket.

We also routinely work with clients throughout Southeastern Massachusetts including Acushnet Center, Attleboro, Barnstable, Barnstable County, Bourne, Brewster, Centerville, Chatham, Cotuit, Dartmouth, Dennis, Dighton, Eastham, East Falmouth, Edgartown, Fairhaven, Fall River, Falmouth, Freetown, Harwich, Hyannis, Lakeville, Mansfield, Marstons Mills, Mattapoisett, Marion, Mashpee, North Attleboro, North Dartmouth, Norton, Orleans, Osterville, Plainville, Provincetown, Raynham, Rehoboth, Rochester, Sandwich, Seekonk, Somerset, South Attleboro, South Dartmouth, Swansea, Taunton, Tisbury, Truro, Vineyard Haven, Wareham, Wellfleet, West Barnstable, West Yarmouth, Westport, Yarmouth, Bristol County, Barnstable County, Plymouth County and Kent County.



© 2018 Lahti, Lahti & O'Neill, P.C. | Disclaimer
1 Richmond Square, Suite 303N, Providence, RI 02906
| Phone: 401-331-0808
651 Orchard Street, Suite 107, New Bedford, MA 02744
| Phone: 508-992-8677
72 Route 28, Suite 5, West Harwich, MA 02671
| Phone: 508-430-8677

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