Wills & Trust Intake Form

“Before we begin the process of preparing your documents, please complete this required intake form. Please specify your main goals. For example — do you want to designate guardians for minor children, leave specific gifts, or just divide everything equally?”

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Full Legal Name*

This field is mandatory

Date of Birth: *

This field is mandatory

Phone Number: *

This field is mandatory

Email Address: *

This field is mandatory

Home Address:*

This field is mandatory

Check here if your Document(s) Need to be notarized

🪙 FOR WILL PREPARATION (if applicable) Marital Status:

Single

Married

Divorced

Widowed

Children or Dependents:

Yes

If yes, list names and ages above:

Executor (Person who will carry out your wishes):Full Name: Relationship to You: Contact Info:*

This field is mandatory

Alternate Executor (optional): Full Name: Relationship: Contact Info:

Beneficiaries (who should receive your assets?): Full Name(s): Relationship(s): Percent or Specific Asset(s) to Receive:*

This field is mandatory

Do you want to name a guardian for minor children? If yes, name(s) and relationship(s):

Additional Information/Goals

Please expedite my request

I hereby agree that this data will be stored and processed for the purpose of establishing contact. I am aware that I can revoke my consent at any time. Consenting to my services next, I’ll send you an invoice to pay for this service and begin preparing your documents. Please allow 48 hours for completion., unless you have requested an expedited request. *

* Indicates required fields

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