Estate Planning Workbook for LGBTQ+ Clients

Please help us streamline the information intake process by completing the fillable form below.

The fields marked with a red asterisk are required. Please complete with "unknown" or "0"s and understand that this information will be asked during your appointment.

A. Personal Information

Spouse 1

First Name

Last Name

Nickname

Email Address

Primary Phone Number

Secondary Phone Number

Address

Current Address

Address Line 2

City

State/Province

Zip/Postal

Date of Birth

Social Security No.

Are you a U.S. Citizen?

Yes

No

Are you a Veteran?

Yes

No

Spouse 2