Please complete this Estate Planning Client Intake Form to the best of your knowledge 2026

1. Click ‘Get Form’ to open it in the editor.
2. 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.
3. Next, move to the CHILDREN section. List each child's full legal name, date of birth, gender, and indicate which client they belong to.
4. In the OTHER DEPENDENTS section, provide information about any additional dependents along with their relationship to you.
5. Proceed to PLANNING CONSIDERATIONS. Here, specify your choices for personal representatives and trustees by listing their names in the provided fields.
6. Complete the PLANNING GOALS section by checking off any issues that are important to you regarding your estate planning.
7. 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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