General Guidelines:

1. Provide Accurate Information – Complete all relevant sections. If a question does not apply, write "N/A" (Not Applicable).
2. Be Specific – Clearly state your estate planning or business needs so we can provide tailored advice.
3. Use Additional Pages If Necessary – If more space is needed, you may attach extra pages.
4. Gather Relevant Documents– If available, please provide copies of:
   • Existing wills, trusts, or power of attorney documents
   • Business formation documents (if applicable)
   • Financial statements or asset inventories
   • Any other relevant legal or financial records
5. Confidentiality – All information provided is confidential and will be used solely for legal representation purposes.

Section-Specific Instructions:

• Client Information: Provide your full legal name, contact details, and marital status.
• Estate Planning Details: Indicate whether you need a will, trust, power of attorney, or healthcare directive. List major assets and intended beneficiaries.
• Business Planning Details: If forming a business, specify the type (LLC, Corporation, Partnership, etc.), ownership structure, and any existing agreements.
• Financial & Tax Considerations: List significant assets, debts, and any concerns regarding estate taxes or business liabilities.
• Legal Considerations: If you have previous legal documents or ongoing legal matters, please disclose them.

Final Steps:

• Review your responses for completeness and accuracy.
• Sign and date the form where indicated.
• Submit the completed form to our office via email, fax, or in person. If you need assistance, please call 833-529-2287.