• Estate Planning Intake Form

  • Personal Information

  • Format: (000) 000-0000.

  • Children Information

  • Do you have children?
  • How many Children?

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Name:      Age:      Date of Birth:   Pick a Date   

  • Real Property Ownership

  • Do you own any other real property?
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  • Estate plans are generally established to divide your estate equally among your beneficiaries. If this is acceptable, please initial:       

  • Special Gifts of Personal Property

  • Do you have any special gifts of your personal property you would like to give to family members upon your passing?

  • Bank Accounts and Trust Funding:

    Do you want your bank accounts to be included in the trust? If you want to fund your trust with your bank accounts you will have to re-title the accounts.  For example: Jane Doe as trustee of the Doe family trust dated 12/12/2021.  If not, I can provide a general letter to be given to your financial institutions to instruct them to handle this for you.

  • Distribution of Assets Upon Death

  • Who would you like to be named as the first person in charge of distributing your assets upon your death?

  • INSTRUCTIONS FOR HEALTH CARE

  • End-of-Life Decisions:
  • Choice Not to Prolong Life:
  • Relief From Pain:

  • Medical Decision Makers

  • Who would you like to place in charge of your medical?

  • Disposition of Remains

  • My body shall be:

  • Background History

  • Have you ever been married before?
  • How did this marriage end?
  • Do you have any children that have passed away?
  • Did your child who passed away leave behind any children of their own?
  • Any other marriages?
  • How did this marriage end
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