Estate Planning Intake For Sarah Smith

Personal Goal Assessment

Please indicate if you would like to discuss any or all of the following items:

Healthcare

Appointing an agent to make healthcare decisions if I am incapacitated.

Making my decisions regarding life sustaining treatment if I am terminally ill.

Asset Protection

Avoiding Probate and limiting expenses after my life.

Protecting assets from creditors after my life.

Protecting assets from creditors during my life (including claims related to long-term care and nursing home costs).

Protecting beneficiaries from frivolous spending.

Protecting beneficiaries from their creditors or divorce.

Minor Children

Naming Guardians for minor children

Distributing assets for education if I die while the children are underage or in college.

Name(Required)

Title First Last Suffix

Date(Required)

YYYY

Primary Contact Phone(Required)

Email(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Country of Residence(Required)

Occupation/Employer

Were you referred or did you find us online?(Required)

Feel free to share below. We like to thank our satisfied clients who send referrals. If you are comfortable with us sending a thank you card, please share how you were referred to our firm.

Are you married?(Required)

Do you have children(Required)

Are you a blended family? Meaning you or your spouse have children from a prior relationship.(Required)

Confidential Planning Intake for Sarah Smith

Personal Goal Assessment

Children

Asset Information

Disclaimer

Information