Prospective Client Intake Questionnaire (Individual)

1

Trustee Name

First Name

Last Name

2

Phone Number

Area Code

Phone Number

3

Address

Street Address

Street Address Line 2

City

State / Province

Postal / Zip Code

Country

4

Email

example@example.com

5

Are you looking for help with an estate or with a trust?

Estate

Trust

6

What is the name of the Estate?

7

Deceased Name(s)

8

What was the official date of their passing?

9

Were they an Oregon Resident?

YESNO

10

What is the name of the Trust?

11

What is the value the Assets?

12

Do you have an attorney?

YESNO

13

Who is your attorney?

15

What is that employee's name?

16

What is the client's name?

17

How did you hear about us?

18

Approximate Cost of Filing
Hourly consultation ranges from $300 - $400 an hour.

19

What to bring to initial Consultation?

Please bring the prior year's tax return of the deceased, the death certificate, the trust/will, and any other documentation you feel is important.

20

What to bring to initial Consultation?

Please bring the the trust and any other documentation you feel is important.