Intake Forms

Probate/Estate Planning and Administration

*Name:

*Address:

*City:

*State:

*Zip:

*E-mail address:

*Home Phone:

Business Phone:

Cellular or Pager:

Facsimile:

What does this matter involve?

Probate/Administration of an Estate

Name of the decedent:

Date of death:

Estate Planning

What is your marital status?

Please list the names and spouse of your children, if any:

Please list the names and addresses of anyone else (including charitable organizations) you wish to provide for in your estate plan:

Do you own a business?
Yes No

If yes, provide the business name:

What is your approximate net worth:

Where did you hear about this website?

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