Please complete and submit prior to your scheduled consultation. A $100.00 CONSULTATION FEE will be collected by a member of our staff when you arrive at our office location.
PRIVACY ACT STATEMENT: AUTHORITY: 5USC 552a, PRINCIPAL PURPOSE: To assist in the drafting of wills. ROUTINE USE: This confidential data will be used to prepare the will, with no dissemination outside the office. DISCLOSURE IS VOLUNTARY.
An estate over the amount of $1,500,000.00 is
considered a complex estate.
Is the estimated value of your estate (including the value of life insurance policies) $1,500,000.00 (per person)?
Do you own (check all that apply)?
If yes, do you want these items?
PROPERTY MANAGEMENT FOR MINORS
If a minor became the beneficiary of your estate, your personal representative or guardian will manage the property and give the remainder to that beneficiary at the age you select from the four options below.
Beneficiary will receive the remainder at age
Do you want a Living Will (permits you to express your wishes regarding resuscitation and life maintaining measures in the event you later become incapable of communicating your desires)?
Is your agent authorized to donate your organs for transplants?
If you answered yes, do you wish to limit your donation to transplant only rather than for any medical, educational or scientific purpose?
Do you have a particular wish to die at home rather than in a hospital?
Would you like to include your wishes regarding funeral arrangements in your will?