Estate Planning Intake Form
Estate Planning Intake Questions Form
Name
*
Email Address
*
Phone Number
What are you looking to do?
Implement a new Estate Plan?
Update an Existing Estate Plan?
Do you own your home?
Yes
No
Children
Adults
Minors
What are your estate planning goals?
Select All
Reduce estate administration costs by probate avoidance?
Ensuring that assets go to your descendants rather than third parties such as creditors or the government?
Protection from probate if you become incapacitated?
Ensuring only those people you trust most would be making important healthcare decisions for you if you were unable to do so for yourself.
Making sure your minor children would be taken care of by someone that you trust rather than leaving this decision in the hands of the court.
Do any of your children or other beneficiaries have disabilities, serious health problems or other special needs
How did you hear about our firm?
Referral
Google Search
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Phone
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