Preliminary information form

Before our consultation, we’d like you to complete this information so we can use our time together most efficiently.

  • The only info the form requires in order to send it are your name, birth date, and email. Other empty fields will not prevent submission.
  • If you have a spouse please be sure to check that box to reveal the relevant fields.
All of the information contained in this form is confidential and protected by Attorney-Client privilege.

Do you have a spouse?

Existing Family Planning

Your health status plays an important role in the designing of an estate plan best suited for you and your loved ones.

Short Financial Information Form™
It is very important you indicate in each category ownership and dollar amount separately, as well as total value.
Monthly income

Asset Information

In dollar amounts.

Cash, checking, savings, CDs, money market & cash management accounts

Investment accounts (not including cash) & mutual fund accounts

Retirement Accounts: IRA, 401K, 403B, SEP, etc.

Life Insurance

Stocks & Bonds

Annuities: Current Value

Real Estate