Client Intake Form Name First Last Email* Phone NumberI need assistance with:* Estate Planning Litigation Probate Tax Planning Mediation Services Other Is your Estate Taxable? Yes No I'm not sure What is the size of your estate currently (total value of all assets, including properties, retirement accounts, life insurance, and illiquid assets)? $1 million to $5 million $5 million to $15 million $15 million to $30 million Over $30 million What is your state of legal residency?What is your marital status? Married Single How did you hear about us? Is there someone we can thank for the referral?Were you referred to a specific attorney? Yes No Attorney name*Has a case been filed? Yes No Do you know the Cause No?In what county?When did your loved one pass? MM slash DD slash YYYY In which County did your loved one reside?Are you the Executor? Yes No
