Estate Planning Form
Fill out this form and I will contact you to schedule an appointment!
What is your contact information?
Legal name, address, telephone number(s), email(s)
What documents do you ALREADY have?
If you fax or email the documents to me ahead of time I will try to review them before our meeting.
REVOCABLE LIVING TRUST
SPECIAL NEEDS TRUST
SOME OTHER TYPE OF TRUST
POWER OF ATTORNEY
ADVANCED HEALTH CARE DIRECTIVE
Why are you choosing estate planning at this time?
Check all that apply.
I have a minor child.
I am worried about the cost of long term nursing care.
I need a will.
I would like to avoid the cost of probate.
I’m on Medi-Cal and want to protect my assets.
I’m thinking about applying for Medi-Cal.
I want to make sure that my health care wishes are abided by if I am in the hospital and can’t speak for myself.
I want to donate my assets to a charity.
I want to review my parents’ estate plan.
I’m a trustee of a trust and I need help.
I want to help my friend/parent/sibling do their estate planning.
I have documents, but I want to change them.
I have documents and I want you to review them considering the new laws.
Do you want to come in to my office or do you want me to come to you?
I do make house calls! A travel fee applies.
Client’s home or work place
When is the best time to reach you?
Do you want me to leave messages on your answering machine?
Legal affairs are private. Let me know if it is safe to leave a message.
Is there anything else that you would like me to know?
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