ESTATE PLANNING INTAKE FORM

Are you married? If single, have you been married before?

How many children do you have?

Do you have a blended family? (Ie. Are you remarried with either spouse having children from outside your current marriage, if married)

List the (1) names, (2) addresses, (3) telephone numbers and (4) state who they are to you [son, daughter, etc..] of any person taking under your potential estate plan.

What are you trying to achieve with your Estate plan?