Get Estate Planning Intake Sheet (short Form)

Completing the estate planning intake sheet is an essential step in preparing for your estate planning appointment. This guide will provide clear instructions on how to fill out the form accurately and efficiently in an online format.

Follow the steps to fill out the intake sheet online.

1. Press the ‘Get Form’ button to access the estate planning intake sheet and open it in a suitable online editor.
2. Begin with the introductory question: 'How did you hear about us?' Select one option and provide details if necessary.
3. In section A, enter your full name and relationship status from the options provided. Specify gender and confirm U.S. citizenship.
4. Input your home address, including city, state, and zip code. Provide your phone number and email address for contact purposes.
5. In section B, list your children's full legal names. Include their birthdates and ages, indicating if they are biological, step, or adopted.
6. For section C, designate a guardian for your minor children by providing their name, relationship to you, and state of residence.
7. In section D, identify who you want to serve as your power of attorney for financial decisions by stating their name, relationship, and state.
8. In section E, select a person to make medical care decisions on your behalf if needed. Include their name, relationship, and state.
9. In section F, input your estimated income, total assets, and any liabilities to provide a financial overview.
10. Section G prompts you to think about various estate planning elements, list your preferences for executors, beneficiaries, and specific distributions.
11. Address any special concerns or questions for your attorney in section H.
12. Finally, note your appointment date, time, and location, ensuring all fields are accurately completed. Save your changes, and download or print the form as needed.

Start your estate planning process by completing the document online today.