Get Initial Interview Planning Worksheet - Nancy Burner & Associates, Pc

Filling out the Initial Interview Planning Worksheet is an important step in your legal process. This guide will walk you through each section of the form, helping you provide the necessary information clearly and accurately.

Follow the steps to complete your form

1. Click ‘Get Form’ button to obtain the worksheet and open it in your preferred editing tool.
2. Begin by entering your personal information in the designated fields. Provide your legal name, any known aliases, and select your gender. Fill in your date of birth and indicate whether you are a U.S. citizen and a wartime veteran.
3. Next, input your home address, contact numbers, and email address. If you consent to communications via email, make sure to check the corresponding box.
4. If applicable, provide details about your spouse or partner, including their legal name, date of birth, and citizenship status. Again, include their email address and confirm if it is acceptable to communicate via email.
5. List all of your children using their full legal names, their dates of birth, and their respective addresses. Indicate whether each child is male or female, adopted, disabled, or married. Specify the biological parent if the child is not joint.
6. Answer the questions related to social security or other governmental benefits, past estate planning documents, and any special needs your children may have.
7. Provide the contact information for your financial advisor, if you have one, including their name, telephone number, and address.
8. Detail all sources of income, including gross amounts, and indicate how often you receive these income streams.
9. Summarize your assets, including real estate, vehicles, bank accounts, investments, and any anticipated inheritance. Make sure to provide an estimated total value.
10. Finally, sign the form to certify that the information provided is accurate and complete. Review your responses to ensure everything is filled out correctly.
11. After completing the form, save your changes, download a copy if necessary, or print it for your records. You may also share the form as needed.

Begin filling out your Initial Interview Planning Worksheet online today.