Doan Estate Planning
This Easy Online Intake Form provides us with some basic information so we can tailor our interview to best serve your needs. If you have any questions, please call or text Attorney James P. Doan at 760-290-1400.
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
Street Address
Street Address Line 2
City
State
Zip Code
Marital Status
*
Please Select
Single
Married
Divorced
Widowed
Spouse's Name
First Name
Last Name
Do you have any children or grandchildren?
*
None
Children
Grandchildren
Great Grandchildren
Other
Do you (and/or spouse if married) own any of the following? Check all that may apply.
*
Real Estate
Automobile
Checking/Savings Account
Crypto Currency
CD
Precious Metals
Mutual Funds, Stocks, Bonds, Annuity
Retirement Plan (IRA, Keogh, Roth IRA, 401k, 403b, etc)
Valuables (art, jewelry, tools, etc)
Money owed to you (receivables, personal loans)
Life Insurance Policy
Beneficial Interest in another trust
Digital Assets (email accounts, social media, subscriptions, domain names, etc)
Business ownership
Other
Do you (and/or spouse if married) presently have any estate planning tools in effect at this time? Check all that may apply.
*
None
Trust
Will
Advanced Health Care Directive
Durable Power of Attorney for Finances
Other
Your Questions, Comments & Concerns
Submit
Should be Empty: