Client Intake Form (Wills & Estates)

Client Intake Form (Wills & Estates)
Full Name:*

First NameMiddle NameLast Name
Estate Name (if applicable):

Street Address Line 2

CityState / Province

Postal / Zip Code
Mailing Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Home Address (if different from mailing address):

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Cell Phone: *
Please enter a valid phone number
Phone Number:*
Please enter any other valid phone number
Email:*
example@example.com
Date of Birth:

MonthDayYear
Date
Name of Employer:
Occupation:
Address of Employer:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Are you looking to have mirrored Wills?

YesNo
Spouse Full Name:

First NameLast Name
Email:
example@example.com
Phone Number:
Please enter a valid phone number.
Date of Birth:

MonthDayYear
Date
Occupation:
Name of Employer:
Address of Employer:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Please indicate the service you are looking for:

Creation of a Will/ Power of Attorney, Representation Agreement:Amendment/ update to existing Will.Assistance with Probate/ Estate mattersOther
Please list the specific documents you would like created:
Please note the name of the deceased:
Are you looking to have mirrored Wills?

YesNo
Spouse Full Name:

First NameLast Name
Email:
example@example.com
Phone Number:
Please enter a valid phone number.
Date of Birth:

MonthDayYear
Date
Occupation:
Name of Employer:
Address of Employer:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship:
Are you the Executor?

YesNo
If you are contesting a Will, please include the names of all opposing parties: *
Anything else you would like us to know?:
The Law Society of British Columbia requires lawyers to follow client identification and verification procedures when providing legal services.
Please attach copies of two different pieces of ID, one must be government issued photo ID:*

Drivers LicenseOther Provincial Photo IDPassportOther Federal Photo IDOther Government issued ID without photos (Birth Certificate, Health Insurance Card, etc.)
Upload ID:*

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Please also attach any relevant documentation regarding your legal matter
Upload supporting documents::

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How did you hear about us ?

Social MediaSearch engine (Google, Yahoo, etc.)Online Blog/ PublicationReferred by:Other
Name Of The Referred Person:
A-45515 Knight Road, Chilliwack, B.C. V2R 5L2 (Chilliwack office)
317 – 9440 202nd Street, Langley, B.C. V1M 4A6 (Langley office)
Phone: 604-705-0022 / Fax: 604-705-0033
www.sorensensmith.com
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