Δ
If you're already happily working with one of our attorneys or you were referred to a particular attorney, please let us know so that we can assign your estate planning work to them and send your information directly to them.
We really want to know how you discovered us!
Since you're starting this form for someone else, please identify yourself by entering your name and email address below (not the name and email address of the person for whom you are entering the information).
Upload a copy of any existing estate planning documents that you may have and any other files that you think might be relevant.
PERSONAL INFORMATION
Please enter your full legal name and other personal information in this section. If you are married, we will ask for your spouse's name and personal information later.
CONTACT INFORMATION
Please enter your personal and business contact information in this section.
Since you're not married and you don't have a life partner, there is no information for you to enter into this section. Please click the 'Children Info' button below.
DECEASED SPOUSE'S INFORMATION
Please enter your deceased spouse's full legal name and their date of death.Please enter your deceased spouse's full legal name and their date of death.
SPOUSE'S PERSONAL INFORMATION
Please enter your spouse's full legal name and their other personal information in this section.
LIFE PARTNER'S PERSONAL INFORMATION
Please enter your life partner's full legal name and their other personal information in this section.
SPOUSE'S CONTACT INFORMATION
Please enter your spouse's personal and business contact information in this section.
LIFE PARTNER'S CONTACT INFORMATION
Please enter your life partner's and business contact information in this section.
CHILDREN
Please enter your children's personal information in this section.
GRANDCHILDREN
Please enter your grandchildren's personal information in this section.
PETS
Pets are important too!
PARENTS
Please enter information about your parents in this section.
GRANDPARENTS
Please enter information about your grandparents in this section.
SIBLINGS
Please enter information about your brothers and sisters in this section.
FINANCIAL INFORMATION
Please enter your financial information in this section so that we can design a plan that is optimally designed for your particular financial circumstances.
If you own any of the following types of businesses, please select "Yes" below for each one that you own.
If you own any of the following types of assets, please select "Yes" below for each one that you own.
DESIRES & CONCERNS
Please tell us about the types of planning matters that concern you or interest you so that we can design a plan that provides all of the types of planning you need.
Please tell us all relevant information that you have currently decided upon regarding your charitable giving intentions. If you know which charities you want to make gifts to, please give us all relevant information including the names of all charities and what you want to give to each such charity.
If you have any other desires or concerns that you have not already told us about that you think might be relevant to your planning, please explain them in the text box below.
EXISITING ESTATE PLAN
Please tell us about any existing estate planning that you may already have in place so that we we know not to duplicate it or to update it, as needed
QUESTIONS
Please ask us your questions in this text box.
COMMENTS OR ADDITIONAL INFORMATION
Please type your comments or additional information that you want to give us into the box below.
FILES TO SEND US
Upload your files below. For example, you can upload any existing Last Will and Testaments, Trusts, Powers of Attorney, Living Wills, Premarital Agreements or other relevant estate planning documents that you currently have that would be important, informative or helpful for us to review.
Upload your deeds below.
#Peace #Prosperity #BeRememberedWell
