Client Intake Form and Discovery Checklist

Client Intake Form and Discovery Checklist

Step 1 of 2

  • (for notary)
  • Spouse's Legal Name

  • Phone Numbers: (Fill out any that apply)
  • (for notary)
  • Children:

  • List ALL of your children. If none, list your Beneficiaries!

    Please list ALL children: living, deceased, adopted, or otherwise. List their birthdays and relationships to you regardless of whether or not you have yet to determine how to divide your estate.

    HWB stands for: H - Husband's child, W - Wife's Child, B - Child is from Both of you.
    % is the percentage of how much of your estate you would like to leave each child.

    %H,W,BNameRelationshipDOB 
  • Successor Trustees:

    Who would you like to be in charge of settling your estate once you and your spouse both pass away? Please name an alternate as well in case this person is unable or unwilling to act as your successor trustee.
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY