Estate Planning Intake Form
The following questions are intended to provide us with the information necessary to provide you with the most accurate and
effective estate planning representation possible. We understand that some (if not most) of these questions that you provide will include personal and sensitive information. Please remember that the attorney-client privilege protects this content of this
document, and we will maintain the confidentiality of the information you provide at all times. The nature of your family relations,
and a detailed action of your financial holdings, represent essential information for us to protect your estate planning interests.
‘There are many legal issues that arise in this regard, and we cannot address those issues without accurate information. Thank you.