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Tax Planning- Your Information
I. Getting To Know You
Information about yourself:
Full Legal Name
Date of Birth
+
Address
City
County
Zip Code
Home Telephone
Work Telephone
Mobile Telephone
Do we have permission to text this mobile number?
Yes
No
Email
Preferred Method of Contact
Phone
Email
Preferred Meeting Location
Favorite Food/Drink
Hobbies
Information about your spouse/partner:
Full Legal Name
Date of Birth
+
Home Telephone
Work Telephone
Mobile Telephone
Do we have permission to text this mobile number?
Yes
No
Email
Favorite Food/Drink
Hobbies
Residents of North Carolina?
Yes
No
U.S. Citizen?
Yes
No
If not US, then what country of citizenship?
Are you or your spouse a Veteran?
Yes
No
If yes, what are the dates of service?
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Prior marriage for either individual?
Yes
No
Children from previous marriage?
Yes
No
Do you have children?
Yes
No
If yes, please complete the below:
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
1.
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
2.
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
3.
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
4.
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
5.
Full Legal Name
Date of Birth
Married (Y/N)?
Residence (City, State)
Adopted or From Previous Marriage?
Does any child require special needs or support?
Yes
No
If yes, please describe:
Do you have any grandchildren?
Yes
No
If yes, please complete the below:
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
1.
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
2.
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
3.
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
4.
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
5.
Full Legal Name
Date of Birth
Parent Name
Adopted or From Previous Marriage?
Do you have any previous wills, trusts, amendments to wills or other estate documents that you have executed?
Yes
No
If yes, please provide a copy prior to your consultation (these can be uploaded below or sent directly to your client coordinator).
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