Intake for Consultation

1

What statement best describes your situation?* This field is required.

I am ready to create my first estate plan!

I have an old estate plan that needs updating.

I have no idea what estate planning is.

I have a specific question about my situation.

2

Is your primary residence in Florida?* This field is required.

YESNO

3

Are you married?

YESNO

4

Do you own real estate in Florida?

YESNO

5

Do you own any other real estate besides your residence?

YESNO

6

Do you have children?

YESNO

7

Are any children under the age of 18?

YESNO

8

Do you have a blended family (kids that are not legally both of yours)?

YESNO

9

Do any of your beneficiaries have special needs such as a disability?

YESNO

10

Do you own a business?

YESNO

11

Legal Name* This field is required.Please input your first and last name

First Name

Last Name

12

What is your Email address?* This field is required.Please use your primary email address

example@example.com

13

If there is anything else you would like to tell me, please feel free.

14

Referrer

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