2026: Law and Tax Assessment Form

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Your Name* This field is required.
First Name
Last Name
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Email* This field is required.
example@example.com
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Phone Number* This field is required.
Please enter a valid phone number.
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What city and state do you live in? * This field is required.
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Which of these best describe your martial status?* This field is required.
Single - not married - no dependents
Married - without children
Married - with adult children
Married - with minor children
Divorced - with children
Divorced - without children
Common law / partner
Other
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How many members are in your household?* This field is required.
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What was your total adjusted household income [AGI] from all sources (wages, business, investments) in 2024?* This field is required.
Below $100,000 a year
$100,000 - $300,000
$300,000 - $600,000
$600,000 - $1 million
$1 million - $5 million
$5 million - $10 million
$10 million+ per year
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What was your total household income from all sources (wages, business, investments) in 2024?* This field is required.
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How much taxes did you pay in 2024? * This field is required.
if you have not filed yet - please state did not file.
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Which of these "legal persons" (entities) do you currently use or leverage?* This field is required.
Corporation (INC or LLC) - active business (goods or services sold)
Corporation (LLC) - home business for personal deductions
Partnership structures
Public nonprofit 501c3
Private foundation 501c3
Charitable trusts under 508 (Church/Ministry)
Trust - revocable or irrevocable grantor trust (you are the trustee)
Trust - non-grantor trust - you have given control to trustee(s) to manage
Will and power of attorney, etc.
Other
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Which of these strategies are you interested in exploring?* This field is required.
RISK MITIGATION: Liability reduction from lawsuits
PERSONAL: Asset protection (personal residence and personal assets)
BUSINESS: Asset protection (business assets and Intellectual property)
INVESTMENTS: Asset protection (investments and income-producing assets)
ESTATE PLANNING: Wills, revocable trusts, POA and estate plans
PHILANTHROPIC ESTATE PLANNING: Wills, trusts, and foundations™
TAX REDUCTION: Tax reduction - income tax, business taxes, compensation
DEATH TAX REDUCTION: Probate, estate taxes, gift tax, and transfer taxes
IP MONETIZATION: Turn raw knowledge into diverse forms of products/services
AI INNOVATIONS: Build, test, deploy, and install AI across all fronts
SUSTAINABLE FUNDING: Government, corporations, and foundations
Other
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Which of these REVENUE STREAMS apply to you?* This field is required.
Full-time employment (w2)
Part-time employment or 1099-contractor
Income from a business (LLC or partnership)
Income from investments
Income from IP and Royalties
Income from a trust (you are the beneficiary)
Other
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Estate evaluation - (not a formal evaluation - just a guess)* This field is required.
Estimated value
Who owns it?
EQUITY IN MAIN RESIDENCE
Row 0, Column 0
Row 0, Column 1
EQUITY IN INVESTMENT PROPERTY
Row 1, Column 0
Row 1, Column 1
LIQUID CASH IN THE BANK
Row 2, Column 0
Row 2, Column 1
JEWELRY, COLLECTIBLES, ETC.
Row 3, Column 0
Row 3, Column 1
STOCKS, INVESTMENTS, CRYPTO
Row 4, Column 0
Row 4, Column 1
VALUE OF PRIVATE STOCK IN LLC/INC
Row 5, Column 0
Row 5, Column 1
INHERITANCES, WILLS, ETC.
Row 6, Column 0
Row 6, Column 1
VALUE OF LIFE INSURANCE POLICIES
Row 7, Column 0
Row 7, Column 1
TOTAL VALUE OF ESTATE
Row 8, Column 0
Row 8, Column 1
EQUITY IN MAIN RESIDENCE
EQUITY IN INVESTMENT PROPERTY
LIQUID CASH IN THE BANK
JEWELRY, COLLECTIBLES, ETC.
STOCKS, INVESTMENTS, CRYPTO
VALUE OF PRIVATE STOCK IN LLC/INC
INHERITANCES, WILLS, ETC.
VALUE OF LIFE INSURANCE POLICIES
TOTAL VALUE OF ESTATE
Estimated value
Row 0, Column 0
Who owns it?
Row 0, Column 1
Estimated value
Row 1, Column 0
Who owns it?
Row 1, Column 1
Estimated value
Row 2, Column 0
Who owns it?
Row 2, Column 1
Estimated value
Row 3, Column 0
Who owns it?
Row 3, Column 1
Estimated value
Row 4, Column 0
Who owns it?
Row 4, Column 1
Estimated value
Row 5, Column 0
Who owns it?
Row 5, Column 1
Estimated value
Row 6, Column 0
Who owns it?
Row 6, Column 1
Estimated value
Row 7, Column 0
Who owns it?
Row 7, Column 1
Estimated value
Row 8, Column 0
Who owns it?
Row 8, Column 1
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Do you have an existing will, trust, or estate plan at the moment?* This field is required.
Yes - we are set
No - we need to create one
Yes - but it needs to be updated
Not sure if I have one or not
Other
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Are there are events that transpired in the last 6 months or that you expect will happen in the next 6-12 months that prompted you to act on these "business, estate, nonprofit, or tax" decisions right now? TIMING is everything when it comes to law and tax strategies, and we do NOT like surprises. * This field is required.
Examples: Asset purchase, sales, M&A, exits, liquidations, reinvesting, birth, death, retirement, etc.
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COMPLIANCE AND RISK - Do you believe you have a business, estate, nonprofit, or succession planning entity that may be out of compliance at the moment and may expose you to probate, inheritance, and estate taxation?* This field is required.
YES
NO
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AI-Powered Estate Planning: Wealth & Wisdom™: We have been at the forefront of law, tax, and technology for 25+ years and have built over 50 unique legal and tax technologies. Our latest experiment: Digital Cloning With AI So You Can Pass Wealth + Wisdom (How to manage the wealth: secrets, ideas, thoughts patterns, how to buy/sell/trade, etc.) so your wealth is not going to dilute due to wrong moves by your heirs. Would you like us to discuss this as well - we're currently limiting this experiment to 25 people and have most of the families already lined up.* This field is required.
Yes
No
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I acknowledge that there is no attorney-client privilege formed by filling out this form, scheduling a consultation, or sending documents until a formal engagement letter with Law and Tax Consulting has been signed by both parties.* This field is required.
I agree
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I declare that the above information is true to the best of my knowledge. * This field is required.
Clear
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