Client Information Form

Full Legal Name*

Date of Birth*

Date

Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Email*

Phone Number*

Are you currently legally married?*

Spouse's Full Legal Name

Spouse's Date of Birth

Date

Spouse's Email

Date and Place of Marriage

Do you have children?*

YesNo

Please provide the name and birthdate of each of your children. Please note if your spouse is NOT the other parent of any of the children.

Do you have any prior marriages?*

Yes, widowedYes, divorcedNo

Name of former spouse

Have you and your spouse ever executed a Community Property Agreement, Prenuptial Agreement, or any other agreement between spouses?*

YesNo

Have you ever executed a Will, Durable Power of Attorney, Living Will/Healthcare Directive, or similar document?*

YesNo

Have you ever created a trust, except as part of a Will?*

YesNo

If the answer to any of the last three questions was "yes," please upload all relevant documents here.

Please list all of your assets and their values: bank accounts, real estate, retirement accounts, investments, business interests, etc. Please note whether the asset has an associated debt (e.g. a mortgage). *

Please list all debts. *

Do you have life insurance?

YesNo

Do you or does your spouse have life insurance?

Yes, both spouses have life insurance.Yes, one spouse has life insurance.No, neither spouse has life insurance.

Do you expect to receive a significant inheritance, or are you the beneficiary of any trusts?

YesNo

Do you (or does your spouse) expect a to receive a significant inheritance, or are you the beneficiary of any trusts?

YesNo

The below questions are not required, but something to start thinking about prior to our meeting.

Who would you like to nominate as your personal representative (executor)? It's best if you can nominate at least two people.

Aside from your spouse, who would you like to nominate as your personal representative (executor)? It's best if you can nominate at least two people other than your spouse.

Who would you like to designate as your power of attorney?

Aside from your spouse, is there anyone you would like to designate as your power of attorney?

Do you believe that the other parent of any of your children is unfit to parent?

Who would you like to nominate as the guardian of your children in the event that they have no remaining fit parent?

Who would you like to nominate as the trustee of any trust created for the benefit of your minor children under your will?

Would you like to include a provision in your will about the disposition of your remains?