ESTATE PLANNING INTAKE FORM
Full Legal Name
First and Middle Names
Last Name
Date of Birth
Date of Birth
Current Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
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Are you married?
Yes
No
Spouse's Full Legal Name
First and Middle Names
Last Name
Spouse's Date of Birth
Spouse's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Spouse's Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse's Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse's Email
example@example.com
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Do you have children?
Yes
No
How many children do you have?
1
2
3
4
What is the full legal name of Child 1?
First and Middle Names
Last Name
What is the birth date of Child 1?
Address of Child 1
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Child 1 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 1 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 1 Email
example@example.com
What is the full legal name of Child 2?
First Name
Last Name
What is the birth date of Child 2?
Address of Child 2
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Child 2 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 2 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 2 Email
example@example.com
What is the full legal name of Child 3?
First and Middle Names
Last Name
What is the birth date of Child 3?
Address of Child 3
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Child 3 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 3 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 3 Email
example@example.com
What is the full legal name of Child 4?
First and Middle Names
Last Name
What is the date of birth of Child 4?
Address of Child 4
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Child 4 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 4 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Child 4 Email
example@example.com
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Name of Children's Guardian
First Name
Last Name
Address of Children's Guardian
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Guardian Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Guardian Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Guardian Email
example@example.com
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Do you have any siblings?
Yes
No
How many siblings do you have?
1
2
What is the full legal name of Sibling 1?
First and Middle Names
Last Name
What is the birth date of Sibling 1?
Address of Sibling 1
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Sibling 1 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Sibling 1 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Sibling 1 Email
example@example.com
What is the full legal name of Sibling 2?
First and Middle Names
Last Name
What is the birthdate of Sibling 2?
Address of Sibling 2
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Sibling 2 Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Sibling 2 Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Sibling 2 Email
example@example.com
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Is your mother living?
Yes
No
Mother's Full Legal Name
First and Middle Names
Last Name
Mother's Date of Birth
Mother's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Mother's Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Mother's Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Mother's Email
example@example.com
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Is your father living?
Yes
No
Father's Full Legal Name
First and Middle Names
Last Name
Father's Date of Birth
Father's Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Father's Home Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Father's Cell Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Father's Email
example@example.com
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Do you own real property?
Yes
No
What is the address of the real property you own?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Name of Parties on the Deed
Party 1
Party 2
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Name of Executor
First Name
Last Name
Provide the address, phone number, and email of the executor.
Name of Backup Executor
First Name
Last Name
Provide the address, phone number, and email of the backup executor.
Do you want a bond required of your executor?
Yes
No
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Who do you want to inherit your property? Clearly state their names and relationship to you?
If the person(s) that you want to inherit your property is not alive, do you want their children to inherit the deceased person's share? For instance, if you want your 3 children to inherit your property, if one child is dead, do you want the deceased child's inheritance to go to the deceased child's children? If it does not go to the deceased child's children, the deceased child's share would go to the remaining living siblings.
Yes, I want it to go to the deceased heir's children
No, I don't want it to go to the deceased heir's children
Do you have any special items of personal property that you want to leave to a specific person? If yes, then list the personal property, and the name and contact information for the person who will receive the property.
Do you own a business?
Yes
No
Provide the name of the business and the name and contact information for any other owners.
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Use this page to provide any additional information.
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