Intake Form - Farr Law Firm 2026

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The document is an Intake Questionnaire and Mediation Agreement designed for couples or individuals seeking to create premarital, marital, or co-ownership agreements. It outlines the mediation process, emphasizing cooperation over adversarial legal representation, and includes sections for personal information, estate planning, financial disclosures, and detailed instructions for completing the questionnaire. The purpose is to facilitate a comprehensive understanding of personal and financial circumstances to aid in drafting agreements that address both legal and estate planning needs.

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Click ‘Get Form’ to open the Intake Form - Farr Law Firm in our editor.
Begin with Part 1, where you will enter your personal information. Fill in your names, addresses, and contact details accurately. If any information is the same for both parties, simply write 'same' in the corresponding fields.
Proceed to Part 2, which focuses on estate planning. Answer questions regarding your estate distribution preferences and any existing plans you may have.
In Part 3, provide detailed financial information. This section requires transparency about your assets and liabilities to ensure a comprehensive agreement.
Finally, complete Part 4 by summarizing your financial assets using the provided tables. Ensure all values are accurate and reflect current estimates.

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