Get Please Help Us By Filling Out This Form For Your ... - Ettinger Law Firm

Filling out the 'Please Help Us By Filling Out This Form For Your ...' is a vital step for your consultation with Ettinger Law Firm. This guide provides a detailed, step-by-step approach to ensure you complete the form accurately and efficiently.

Follow the steps to complete the form online.

1. Select the ‘Get Form’ button to access the form and open it for editing.
2. Begin by filling in your general information. Include your full name as it will appear in legal documents, and provide your complete address, phone numbers, email, date of birth, social security number, employer, and position.
3. Next, input your spouse's information, if applicable. Similarly, fill in their name, contact details, date of birth, social security number, employer, and position.
4. List your children’s names, their ages, and provide corresponding contact details and addresses as needed.
5. Outline your primary planning concerns in the designated area to communicate your main issues to the law firm.
6. Move on to the estate planning questions section. Answer each question regarding trust, power of attorney, health proxy, citizenship, inheritance, marriage, dependents with special needs, potential contest of your wishes, long-term care insurance, and financial planning.
7. In the documents section, be sure to have relevant documents ready to bring along for your consultation. This includes wills, trusts, deeds, powers of attorney, and statements from brokerage accounts.
8. Provide detailed financial information including home ownership, other titled properties, bank accounts, retirement funds, stocks, insurance policies, business interests, collectibles, personal loans owed to you, safe deposit boxes, and monthly income.
9. Indicate if someone referred you to the law firm, and share their name for the firm's records.
10. Conclude by noting down any specific questions you may have, ensuring all your concerns are addressed during your consultation.
11. Once completed, review all entries for accuracy, then save your progress. You have the options to print, download, or share the form as needed.

Complete your documents online today to facilitate your consultation!