Legacy & Estate Planning Consultation Request Form

Legacy & Estate Planning Consultation Request Form

Let us know how we can help you with your legacy & estate planning below, and we'll respond with whether we can assist you and next steps!
Full Name*

First NameLast Name
Contact Number*
Please enter a valid phone number.
Email Address*
example@example.com
Do you live in NC or have real estate in NC? (Please note - we only provide estate-related services to NC residents or those who own real estate in NC):*

Yes
What planning service are you interested in?*

Legacy & Estate PlanningFunding an already-established trust
If you wish to fund an already-established trust with NC real estate, please upload a copy of the deed(s) to the NC property(ies) below:

Cancelof
Are you inquiring about planning for you or someone else?*

MeSomeone else
If you chose "someone else" above, who is the person in relation to you and do you have their permission to inquire about these services on their behalf?
Are you (or the person you're inquiring about) married?*

YesNo
If married, please provide your spouse's name:

First NameLast Name
Do you (or the person you're inquiring about) have children under the age of 18?*

YesNo
Do you (or the person you're inquiring about) own your home?*

YesNo
Are you (or the person you're inquiring about) a FULL-TIME business owner?*

YesNo
Are you (or the person you're inquiring about) willing to invest at least $3,500 for a will-based plan or $5,500 for a trust-based plan to make sure your legacy and family are properly planned for?*

YesNo
What are your (or the person you're inquiring about) main goals when it comes to designing and implementing a legacy & estate plan for you/your family?*
How soon are you (or the person you're inquiring about) wanting to get planning done?*

NowSometime in the futureI have some questions before continuing with planning
If you have questions concerning working with us, please list ALL of them below: (Please note that questions requiring legal advice will only be answered in a paid consultation with an attorney)*
Is there anything else we should know about the reason you are requesting a consultation that hasn't already been asked?*
Thank you for taking the time to fill out this form! We will be in touch shortly via the email you provided with whether we can assist you and next steps.
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