ESTATE PLANNING WORKSHEET (COUPLE)

Step 1 of 10

Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents. Completing this intake form is necessary in order for the 1-hour consultation to be tailored to your needs.
MM slash DD slash YYYY

WHO IS THIS PLANNING FOR?

SPOUSE 1

Full legal name as written on government issued ID
Preferred Name

SPOUSE 2

Full legal name as written on government issued ID
Preferred Name
Address

IF YOU ARE COMPLETING THIS FORM FOR SOMEONE ELSE PLEASE PROVIDE YOUR CONTACT INFORMATION

Full legal name as written on government issued ID
Preferred Name
Address