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How to use or fill out Please complete this Estate Planning Client Intake Form to the best of your knowledge with our platform
- Click ‘Get Form’ to open it in the editor.
- Begin by filling out the CLIENT INFORMATION section. Provide full legal names, dates of birth, and contact details for both clients. Ensure all names are spelled correctly.
- Next, move to the CHILDREN section. List each child's full legal name, date of birth, gender, and indicate which client they belong to.
- In the OTHER DEPENDENTS section, provide information about any additional dependents along with their relationship to you.
- Proceed to PLANNING CONSIDERATIONS. Here, specify your choices for personal representatives and trustees by listing their names in the provided fields.
- Complete the PLANNING GOALS section by checking off any issues that are important to you regarding your estate planning.
- Finally, fill out the ASSET/LIABILITY SUMMARY. List all assets and liabilities accurately in U.S. dollars for both clients and jointly owned items.
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| Versions | Form popularity | Fillable & printable |
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| 2017 | 4.2 Satisfied (29 Votes) |
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