Client Intake Form

Estate Planning Intake Form

  • 1. Personal & Family Information

    Spell names exactly as you want them to appear in your estate documents. Use full legal names, not nicknames.

  • Your Personal Information

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Your Spouse's Information

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Your Children's Information

  • Please list all children, including biological, adopted, and step-children, whether minors or adults, including deceased children and children of a prior marriage. If you have more than three children, please attach additional pages as needed. If you wish to exclude a child as a beneficiary of your estate, check the "Exclude" box. If you have no children, write "NONE."
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Your Pet Care Directives