CONFIDENTIAL LIFETIME PLANNING INTAKE FORM
This form may take an hour or longer to complete depending on how much information you have immediately available to you; however, you may save your progress at any time and resume later using a link that will be emailed to you once you save your progress the first time and enter your email address.
Instructions:
Please complete Pages 1–7 (required), Page 8 (optional), and Pages 9–14 if over age 65 and/or have significant health problems. You do not need to complete the entire form in one sitting. Submit the form at least 48 hours before your consultation using the “Submit” button at the end. Once submitted, we will securely receive your responses electronically.
Married Couples:
Please initial below to acknowledge that we must reveal to both clients all information shared by either client:
Fragrance-Free Office:
Several of our staff members are sensitive to chemicals found in perfumes, baby powders, bath powders, colognes, aftershaves, hair spray, and scented body lotions. These chemicals can cause serious problems for people with asthma, allergies, and environmental illnesses. Scented soaps and deodorants are okay, but we must insist that you refrain from wearing other scented products to our office. Thank you!
How to Prepare:
If you haven’t already, please be sure to read through our Four Levels of Planning for Lifetime Protection before your meeting; it’s on our website under Forms.
Who Should Participate:
For potential Level 4 Matters, all family decision-makers should be part of the introductory consultation. This may be just the elder(s)/client(s), but often it includes the adult children or agents under power of attorney for the elders. For potential Level 1, 2, or 3 Matters, the actual clients seeking to plan their estates should be present; if desired, additional family members, trusted friends, and financial advisors are welcome to attend the introductory meeting, but the planning session, done after the introductory meeting, must be a private meeting between the attorney and the client(s).
What to Provide:
- Any existing estate planning documents (powers of attorney, trusts, wills, etc);
- Any existing long-term care insurance policies;
- Deeds for all real estate you own;
- Any life insurance policies or annuities you own;
- Recent statements from your financial accounts.
