ESTATE PLANNING INTAKE SHEET (SHORT FORM) 2026

1. Click ‘Get Form’ to open the ESTATE PLANNING INTAKE SHEET (SHORT FORM) in the editor.
2. Begin by filling out your personal information in section A. Include your full name, marital status, gender, and U.S. citizenship status. Don’t forget to add your spouse’s name if applicable.
3. In section B, list your children’s full legal names along with their birthdates and ages. Ensure you include all biological, step, and adopted children.
4. Section C requires you to designate a guardian for your minor children. Fill in their name, relationship to you, and state of residence.
5. For sections D and E, specify individuals for Power of Attorney and Medical Care decisions respectively. Provide their names, relationships, and states.
6. In section F, input your estimated income, total assets value, and liabilities.
7. Section G prompts you to consider important decisions regarding executors, beneficiaries, specific distributions, cremation or organ donation wishes, and emergency contacts.
8. Lastly, use section H for any special concerns or questions you wish to discuss during your appointment.

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