Intake Sheet

FILL OUT THIS GENERAL INFORM FORM WITH YOUR ASSIGNED ATTORNEY

Contact Information:

Client:
Client:

(if applicable)

INFORMATION NEEDED TO CUSTOMIZE YOUR ESTATE PLAN:

Pour Over Will:

Executor: (Perhaps your child or trusted friend)

Primary:
Secondary:

Trust:

Successor Trustee(s): (Perhaps your child or trusted friend)

Primary:
Secondary:

beneficiaries(s):

1) Name:
%:
:to –
2) Name:
%:
:to –
3) Name:
%:
:to –
4) Name:
%:
:to –
5) Name:
%:
:to –

Financial Durable Power of Attorney:

Agent(s) to act on your behalf in a time of need:

Primary:
Secondary:

Advanced Health Care Directive:

Agent(s) to act on your behalf in a time of need:

Primary:
Secondary:

General List of Assets (type and title of asset only – not value):

1)
2)
3)
4)
5)
Special Drafting Issues:

Additional Requests:

Yes
: I would like my Estate Plan sent to me via e-mail.
Yes
: Please send me a hard copy of my Estate Plan documents in a binder with
"sign-here" tabs, ready for signature can be mailed to you via Fed-Ex for an additional $45
Yes
: Please prepare Trust Transfer deeds and title documents to transfer my
real estate into my Trust ready to be signed, notarized and recorded for an additional fee of $75 each.

Disclosure Statements:

Yes
: I understand that I am responsible for properly funding my trust.
Yes
: I understand that it is my responsibility to sign and notarize the documents.
Yes
: I understand that this a Document Preparation Service and not a Law Firm; however free educational services are provided by an attorney.

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