Kauai Estate Law: Estate Planning Intake Form
Hi! Welcome to Kauai Estate Law. Please complete this brief questionnaire before your initial meeting with the estate planning attorney, as it will help the attorney provide the most accurate advice and options tailored to your specific needs.
Please note that we need this information to make sure that we are able to take your case (for example, that we have no conflicts of interest (that is why we need names)), and to be sure that you are assigned to an attorney with the specific skills and focus to address your concerns.
Basic Contact Information:
Your Name:
*
Mr.
Ms.
Dr.
Prefix
First Name
Middle Name or Intiial(s)
Last Name
Suffix
Date of Birth:
-
Month
-
Day
Year
Date
Gender/pronouns:
*
Please Select
She/her/hers
He/him/his
They/them/theirs
Your Mailing Address:
*
Street Address or P. O. Box
Apartment or Unit
City
State / Province
Postal / Zip Code
Do you have a different residence address?
*
Yes
No
Your Residence Address:
Street Address
Apartment or Unit
City
State / Province
Postal / Zip Code
Mobile phone:
Please enter a valid phone number.
Home phone:
Please enter a valid phone number.
Work phone:
Please enter a valid phone number.
Email address:
example@example.com
Are you a U. S. Citizen?
*
Yes
No
Are you a permanent U.S. Resident ("green card")?
Yes
No
Will you be planning with a spouse or partner?
*
Yes, we are married and we want to do planning together.
Yes, we are not legally married, but we want to do planning together.
No, I am legally married, but I want to plan alone.
No, my spouse died and I am planning alone.
No, I have a long-term partner (not married), but I want to plan alone.
No, I am not legally married and I do not have a long-term partner.
Date of marriage:
-
Month
-
Day
Year
Date
Date of Spouse's Death:
-
Month
-
Day
Year
Date
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About your Spouse/Partner:
Spouse/partner's name:
Mr.
Ms.
Dr.
Prefix
First Name
Middle Name
Last Name
Suffix
Spouse/partner's Date of Birth:
-
Month
-
Day
Year
Date
Spouse/partner's gender/pronouns:
Please Select
She/her/hers
He/him/his
They/them/theirs
Is your spouse/partner's mailing address the same as yours?
Please Select
Yes
No
Spouse/partner's Mailing Address:
Street Address or P. O. Box
Apartment or Unit
City
State / Province
Postal / Zip Code
Does your spouse/partner have a different residence address?
Yes
No
Is your spouse/partner's residence address the same as yours?
Please Select
Yes
No
Spouse/partner's Residence Address:
Street Address
Apartment or Unit
City
State / Province
Postal / Zip Code
Spouse/partner's Cell phone:
Please enter a valid phone number.
Spouse/partner's Home phone:
Please enter a valid phone number.
Spouse/partner's Work phone:
Please enter a valid phone number.
Spouse/partner's Email address:
example@example.com
Is your spouse/partner a U. S. Citizen?
Yes
No
Is your spouse/partner a permanent U.S. Resident ("green card")?
Yes
No
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Children/Dependents
(include all legal children – biological and adopted – of either spouse/partner, of any age)
Number of children:
*
Child 1:
First Name
Middle Name
Last Name
Suffix
Year of birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
Child 2:
First Name
Middle Name
Last Name
Suffix
Year of Birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
Child 3:
First Name
Middle Name
Last Name
Suffix
Year of Birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
Child 4:
First Name
Middle Name
Last Name
Year of Birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
Child 5:
First Name
Middle Name
Last Name
Suffix
Year of Birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
Child 6:
First Name
Middle Name
Last Name
Suffix
Year of Birth:
Lives with you?
Yes
No
Part of the time
Special Needs?
Yes
No
Legal child of:
Please Select
You and your partner
Just you
Just your partner
(If there are additional children, they may be listed below.)
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Other family members and/or friends who will be part of your plan:
List other individuals that you intend to leave asset to, or who you might rely on to handle your affairs if you are incapacitated, and after your death. You may enter up to six individuals here.
Name
First Name
Middle Name
Last Name
Relationship
Name
First Name
Middle Name
Last Name
Relationship
Name
First Name
Middle Name
Last Name
Relationship
Name
First Name
Middle Name
Last Name
Relationship
Name
First Name
Middle Name
Last Name
Relationship
Name
First Name
Middle Name
Last Name
Relationship
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Are you considering leaving any money or other assets to charity at your death?
*
What is your approximate net worth (value of all assets, minus debts; include equity in your home and other real estate; include both parties' assets and debts, if married (even if planning separately) or planning as a couple)?
*
Please Select
Less than $100,000
$100,000 to $500,000
$500,000 to $2 million
$2 million to $5 million
$5 million to $10 million
$10 million to $20 million
More than $20 million
Do you own real estate on Kauai (include your primary residence, if you are on title, regardless of whether there is an outstanding mortgage loan)?
*
Yes
No
Number of properties on Kauai:
Do you own real estate elsewhere in Hawaii?
*
Yes
No
Number of properties on other Hawaiian islands:
Do you own real estate in other U. S. state(s)?
*
Yes
No
Number of properties in other state(s):
Which state(s)?
Do you own real estate in other country/ies?
*
Yes
No
Number of properties outside the U.S.:
Which country or countries?
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Which of these assets do you own?
IRA, 401(k) or other tax-deferredretirement account(s)
Roth IRA or Roth 401(k)
Other investment accounts, stocks, bonds, or mutual funds
Interest(s) in one or more active businesses
Business investments (e.g., LLP, LLC interests thatgenerate income, but you do not control)
Life insurance
Bank Account(s), including CDs
529 college-savings accounts
Assets/accounts in other countries (outside of U.S.)
Have you done any estate planning, or created any planning documents, previously?
*
What are your main concerns, or reasons for wanting to create or update your estate planning documents?
Any other comments:
NOTE: While you may request a specific attorney, please be aware that doing so may delay your appointment significantly, and/or result in higher costs for basic services. We recommend that you allow us to evaluate your situation and needs and schedule your initial consultation with the attorney who we feel can best help you to meet your goals. Please note that ALL of our attorneys and staff work together to ensure that you receive the best legal advice and service throughout our representation of you. If, after your initial consultation, you wish to change the attorney with whom you meet (or if we determine that a different attorney would be a better fit for you), we can always make adjustments.
Intake Paralegal Comments:
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