Estate Planning
Intake Form

Use the form below if you (or you and a partner) are interested in simple estate planning. Simple Estate planning includes a Will, a Durable Power of Attorney, a Living Will, and a Healthcare Power of Attorney for each person.

First name

Last name

Marital Status

Single, never married

Single, divorced

Married, first time

Married, second time

Widowed

Other

Spouse/Partner's First Name

Spouse/Partner's Last Name

Spouse/Partner's Marital Status

Single, never married

Single, divorced

Married, first time

Married, second time

Widowed

Other

Email

Spouse/Partner's Email

Phone

Spouse/Partner's Phone

Address

Spouse/Partner's Address (only enter if different)

Birthday

Month

Day

Year

Spouse/Partner's Birthday

Month

Day

Year

Are you currently:

Retired

Employed

Occupation

Is your spouse/partner currently:

Retired

Employed

Spouse/Partner's Occupation

Referred to us by: (only if applicable)

Are you or your spouse/partner a veteran?

Do you have any of the following documents?

Will

Trust

Durable Power of Attorney

Living Will

Healthcare Power of Attorney

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Estate Planning Intake Form

Estate Planning
Intake Form