Estate Planning Intake | NextPhase.Law

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INITIAL ESTATE PLANNING ESSENTIALS CLIENT INFORMATION

Full Legal Name

Date of Birth

Address/City/State/Zip

Primary Phone Number

Primary Email Address

Marital Status

Date of Marriage (if applicable)

Date of Divorce (if applicable)

Date of Spouse's Death (if applicable)

Spouse or Partner Full Legal Name

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Full Legal Name for Child 1

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Full Legal Name for Child 2

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Full Legal Name for Child 3

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Full Legal Name for Child 4

Upon input, more fields will open

Legal Name for Grandchild 1

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Legal Name for Grandchild 2

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Legal Name for Grandchild 3

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Legal Name for Grandchild 4

Upon input, more fields will open

If you have more than 4 children, or 4 grandchildren, please note in a separate email.

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