• Law Offices of Ernest J. Kim Estate Planning Intake Questionnaire

    (CONFIDENTIAL - To identify your most pressing issues) 

  • When making, updating or changing an Estate Plan or Living Trust, we must gather your up-to-date information first. Just like a surgeon needs your medical history before operating, we cannot advise you properly without your asset history and family information. This questionnaire ensures that your customized plan can protect your family and assets, saving you time and costly mistakes.

    Why this Questionnaire Matters 

    • Ensures Accuracy: Your plan must cover all your specific assets and family dynamics.  Please be as accurate as possible so that you won't need costly re-dos and corrections.  Estimated values are fine for purposes of our consultation. 
    • Saves Money: With these details in front of us at our meeting, our consultation is more productive, rather than spent on basic fact-finding.
    • Secures Your Legacy: Your questionnaire highlights your exact goals, so we can help you tailor a plan that fits your family and works exactly as you intend.

    IMPORTANT NOTE! Please finish every page of the Questionnaire by clicking "Next" after each page and click SUBMIT at the end of all the pages. You can "Save" your progress at each page to come back to finish later, but clicking "Save" for each page will save your progress up to that point, it is not submitted to us until you click SUBMIT. Your finished questionnaire will only be received by our office when you click SUBMIT at the end of all the pages.  

  • Today's Date
     - -
  • Are you a new client to our firm, or a returning client?*

  • Client One ("C1") Info

    (The person who is making the Trust or estate plan)
  • Is Client one under medical treatment for any health conditions, or taking medication/s that could potentially affect decision making?
  • Date of Birth*
     - -
  • Gender - C1 *
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Home Ownership (Own/Rent)*
  • Has C1 been married before?*

  • Client Two (C2) Info

    (Client One's Current Spouse or Registered Domestic Partner, who is making the Trust or estate plan together with C1.  If not legally married or not Registered Domestic Partnership, skip this section and go to Child/Beneficiary Section)
  • Is Client Two under medical treatment for any health conditions, or taking medication/s that could potentially affect decision making?
  • Gender C2*
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Format: (000) 000-0000.
  • Has Client Two been married before?*

  • Children / Beneficiaries

    This Section is about Children and Beneficiaries of Client 1/Client 2
    • Your 3 Most Trusted People - Excluding your beneficiaries and immediate family, who are your 3 most trusted people? 

  • Real Estate Owned by C1/C2

    Real Estate owned in whole or in part by Client One or Client Two

  • Bank / Investment Accounts

    Please provide best estimates / average balances held
  • Do you have bank accounts?*

  • Business/es Owned by C1/C2

    Business/es owned in whole or in part by Client One or Client Two
  • Do you own a Business?*

  • Client's CPA Info

    If you don't have a CPA or Tax Advisor, you may need one
  • Format: (000) 000-0000.

  • Client's Financial/Insurance Advisor Info

    If you don't have a Financial/Insurance/Investment Advisor, you may need one

  • Retirement Accounts

    Include IRA's, SEPIRA's, Keogh's, 401K's, Pension Plan, or other retirement advantaged accounts.

  • Life Insurance / Annuity Policies

  • Do you have life insurance?*

  • Personal Items of High Value

    Include C1 / C2 Vehicles, Jewelry, Art, Collectibles, etc.

  • Other Debts / Liabilities

    Client One / Client Two's Debts (Excluding Mortgages and Debts Already Listed Above)
  • Do you have other debts?*

  • Estate Value Summary - *ESTIMATES ONLY, AND THIS WILL ONLY GENERATE TOTALS TO THE EXTENT THAT THE INFORMATION IS PROVIDED ABOVE BY CLIENT (INCOMPLETE INFO WILL RESULT IN INCOMPLETE TOTALS)*

  • Community vs. Separate Property

    (This Section to be Completed by C1 and C2 Together)
  • Date of Marriage*
     - -
  • Is all property listed above community property of C1 and C2 ? (i.e. obtained from/during the marriage)
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  • Conflict of Interest Advisory

  • Law Firms must keep a client’s information confidential and cannot disclose information about a client’s matter without prior written authorization. This applies to current, former, and future clients. Law Firms also have a duty to avoid conflicts of interest when engaging in a new matter, to make sure the Law Firm is not representing parties who have a conflict of interest, including amongst Law Firm’s other or past clients.

    Estate planning can involve family and friends who were or may later become clients of Law Firm. Conflicts of interest may arise if Law Firm’s work for one client could negatively impact another. For example, if Client A and Client Z have overlapping estate planning issues or co-own property together over which they disagree, Law Firm may not be able to represent such parties because lawyers have a duty of loyalty, and confidential information shared between a lawyer and their client may impact another client’s interests.

    Unlike litigation, estate planning rarely involves adversarial parties, making it hard to identify conflicts of interest. To help prevent conflict of interest issues, Law Firm will run a conflicts search in its files for anyone with whom you have a conflict of interest.

    Disclosure of Conflicts

    If you have a conflict (disagreement or lawsuit) with any party, please disclose such parties below so Law Firm can do a conflicts check. For example, if you have a property dispute with business partners or family members, or if you are co-owners of assets with other partners or parties who have a conflict of interest with you, please list their names and information below so we may check our records to see if we have attorney-client relationships with those other parties. 

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