Simple Will Intake Form

Please Fill out the form provided below and an attorney will prepare your Will and meet with you to sign in front of the required witnesses and notary.

Fill out the form provided below and I will prepare your Will and meet with you to sign in front of the required witnesses and notary.

Name * This field is required.
Phone * This field is required.
Email * This field is required.
Name of Executor * This field is required.
Name of Alternate Executor
Would you like to be buried or cremated?
Names of beneficiaries and relationship to you
Specific requests for distribution of your assets when you pass away (Who gets what) * This field is required.
Names of guardians for minor children (if something were to happen to you)
Are you interested in a trust? * unsure no yes This field is required.
Do you own your home? * no yes This field is required.
Do you have Life insurance no yes
Do you have retirement accounts (IRA/401K) no yes
Do you have additional questions or a message?

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