This questionnaire will help you begin designing your estate plan wishes. Please know that all information provided is strictly confidential. Once you have completed this worksheet, please have it filled out and submitted before your initial appointment.
Please note that the completion of an Intake Form does not create an Attorney-Client relationship. Upon completion, we will contact you to convene a consultation.
The term “estate plan” refers to the set of legal documents that anticipate and arrange for the handling of your assets during incapacity and after your death. Your estate is the net worth of your assets including bank accounts, real property, life insurance, and more.
You can leave blank any field you are not sure of, and we can discuss them during our initial appointment.
This questionnaire is meant to gather preliminary information so we can know a little about you before any consultations. Therefore, we will not ask you for any sensitive information to protect you from being compromised.
The amount of time to complete this process will vary, and we will go at your pace.
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