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ESTATE PLANNING CLIENT INFORMATION
I. Getting To Know You
Information about yourself:
Full Legal Name
*
Date of Birth
*
Address
*
City
*
County
*
Zip Code
*
Telephone
Home
Work
Mobile
*
Do we have permission to text your 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
Telephone
Home
Work
Mobile
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? If not US, then what country of citizenship?
Yes
No
No
Are you or your spouse a Veteran?
Yes
No
If yes, what are the dates of service?
Prior marriage for either individual?
Yes
No
Children from previous marriage?
Yes
No
Do you have children?
Yes
No
If yes, please complete below:
Save & Return
Use an account to return to saved work.
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Full Legal Name
Date of Birth
Married?
Yes
No
Residence
(City/State)
Adopted or
from Previous
Marriage?
Full Legal Name
Date of Birth
Married?
Yes
No
Residence
(City/State)
Adopted or
from Previous
Marriage?
Full Legal Name
Date of Birth
Married?
Yes
No
Residence
(City/State)
Adopted or
from Previous
Marriage?
Full Legal Name
Date of Birth
Married?
Yes
No
Adopted or
from Previous
Marriage?
Full Legal Name
Date of Birth
Married?
Yes
No
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? If yes, please describe below.
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
Full Legal Name
Parent?
Date of Birth
Adopted?
Yes
No
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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