ESTATE PLANNING CONSULTATION INTAKE SHEET

Thank you for scheduling your consultation. 

Below you will find links to intake sheets that we ask you to complete for the initial consultation. 

• Pages 1, 2 and 3  will help direct our conversation during the consultation. 
• The remaining pages will help “issue-spot” items relating to estate taxes, limitations on distributions and even paying for long-term care 

Unmarried Persons

If you are unmarried (single, divorced, widowed or partnered yet not registered), please use this fillable Intake Sheet for Unmarried Person (Fillable).

Married Persons

If you are married (including registered domestic partners), please use this fillable intake sheet for a married personIntake Sheet for Married Person (Fillable).