Get Please Complete This Estate Planning Client Intake Form To The Best Of Your Knowledge

Filling out the Estate Planning Client Intake Form is an important step in preparing for your estate planning consultation. This guide provides a clear and supportive approach to help you complete the form online with confidence.

Follow the steps to successfully complete the estate planning client intake form.

1. Click ‘Get Form’ button to access the estate planning client intake form and open it in your preferred digital format.
2. Begin by entering your client information. This includes full legal names, nicknames, and contact details such as email and phone numbers. Ensure all names are spelled correctly and include the date and place of birth.
3. Next, provide details about your family situation. Include information for any children and other dependents. For each child, list their full legal names, dates of birth, and indicate their relationship to the clients.
4. Complete the additional client information section by answering questions regarding social security benefits, previous agreements, estate planning documents, and any special circumstances regarding dependents.
5. Identify your planning considerations by selecting individuals for various roles, such as personal representative or guardians for minor children. Use the options provided for each role and indicate your preferences.
6. Examine your planning goals. Check all issues that are important to you, such as maintaining control over assets or avoiding probate.
7. Provide an asset and liability summary. Accurately list your assets and liabilities, assigning values in U.S. dollars for a comprehensive financial overview.
8. If necessary, provide detailed asset and liability information, including real property, bank accounts, and valuable personal property. Ensure that all entries are complete and accurate.
9. Review your entries for accuracy and completeness. If you need more space, feel free to attach additional pages.
10. Once you have filled out the form, save your changes. You may then choose to download, print, or share the form as needed. Ensure that you return it via email or mail at least 24 hours before your consultation.

Complete your estate planning intake form online today to take the first step towards securing your legacy.