Estate Planning Client Intake
Law Office of Victoria Broussard
P.O. Box 4445, Lago Vista, Texas 78654
Telephone: 512-963-7094 Fax: 512-672-7052
E-mail: Victoria@broussardlegal.com
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Email address *
CLIENT INFORMATION SECTION
INSTRUCTIONS: Please complete the following form. If you are unsure what to put or whether a question applies to your situation, you may leave it blank. It is important that we get a comprehensive overview of your financial circumstances so that we can work with you to prepare an estate plan that best meets your needs. Once you have completed the form, a member of our firm will contact you to discuss the form and obtain any additional information.
Client's Full Legal Name: *
Spouse's Full Legal Name:
Street Address, City, State, and Zip: *
County of Residence: *
Telephone Cell: *
Married Status: *
Required
(If Married) Date of Marriage:
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/
DD
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YYYY
Date of Birth Client: *
MM
/
DD
/
YYYY
Date of Birth Spouse:
MM
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DD
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YYYY
Have you or your spouse been married previously?
Do you have current Wills? If yes, please bring all originals to our appointment
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