Introduce yourself using our intake form

Is there anything else we need to know? If so, please fill out the form below. The more information you give us, the more efficient the estate planning process will be.

Name *
Mailing address
Please describe your estate planning goals in a short statement. What is important to you in this process?
Please list all children by name and birthdate:
Please list any real estate owned and approximate appraised value:
Please list any financial assets, such as savings, retirement, or life insurance accounts. No details yet, just names and general amounts are OK:
Please enter a primary and secondary contact who are candidates to serves as executors/trustees of your estate.
Please enter the names of a primary and secondary person who can help with your medical wishes.
Briefly describe your desires for the disposition of the real estate and financial assets described above: