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Children's Full Names
Date Of Birth
Married (Y/N)
Number of Grand Children
I have concerns about a Special needs family member: *
My estate has th following assets:
Please check on the following boxes:
What Really Matters To Me
Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)
Make sure there’s a written plan to handle my affairs
I want to avoid Living Probate and/or Death Probate
Make sure Nursing Home costs don’t use up all my assets
Make sure my wishes are honored regarding life support decisions
I want to minimize all Death Taxes
After my death, make sure my estate stays with my children if they get divorced
Protect my life insurance from Death Taxes
Protect my estate if my spouse gets remarried after my death
After my death, protect my estate from my children’s creditors
Protecting my special needs child after my death
Funeral planning for my final arrangements and to make it easier for my family
Permission to contact
I authorize the law firm to occasionally mail, fax or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.

Consultation Form has been submitted!

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