ESTATE PLANNING CLIENT INFORMATION

I. Getting To Know You

Information about yourself:

Telephone

Do we have permission to text your mobile number? *

Information about your spouse/partner:

Telephone

Do we have permission to text this mobile number?
Residents of North Carolina?
U.S. Citizen? If not US, then what country of citizenship?
 
Are you or your spouse a Veteran?
Prior marriage for either individual?
Children from previous marriage?
Do you have children?

If yes, please complete below:

Save & Return

Use an account to return to saved work.
Married?
Married?
Married?
Married?
Married?

Does any child require special needs or support?
Do you have any grandchildren? If yes, please describe below.
Do you have any previous wills, trusts, amendments to wills or other estate documents that you have executed?

If yes, please provide a copy prior to your consultation (these can be uploaded below or sent directly to your client coordinator).