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ESTATE PLANNING CONSULTATION

QUESTIONS TO BE ANSWERED IN PREPARATION FOR WILL OR TRUST CONSULTATION

This does not obligate you in any way.

All information provided is confidential.

It cannot be shared even in the event you decide not to work with us later.

MM slash DD slash YYYY

Biographical Information:

Physical address state/province(Required)

Please number (#) in order of preference for us to call you. Also tell us if you prefer we NOT call you at any listed numbers or if you prefer we NOT leave messages at any number due to lack of privacy, etc.

Please enter a number from 1 to 4.
Please enter a number from 1 to 4.
Please enter a number from 1 to 4.
Please enter a number from 1 to 4.

Alternate Contact Person

MM slash DD slash YYYY
U.S. Citizen?
Resident alien?
Non-Resident alien?

Spouse/Partner:

Is this?
MM slash DD slash YYYY
Spouse U.S. Citizen?
Resident alien?
Non-Resident Alien?

Child(ren)’s Information:

MM slash DD slash YYYY
Adopted

MM slash DD slash YYYY
Adopted

MM slash DD slash YYYY
Adopted

Disinherit Their Descendants:
Disinherit Their Descendants:

General Provisions: (These can be the same person for both spouses or each person may select someone different. You only need to provide their address and Phone number once on the form.)

Who would you trust to manage your FINANCIAL affairs if you were ILL?

You

SPOUSE/PARTNER

Who would you trust to make MEDICAL decisions on your behalf, if you were ILL?

You

SPOUSE/PARTNER

Who would you trust to manage your FINANCIAL affairs at the TIME OF YOUR DEATH?

You

SPOUSE/PARTNER

If You Have Minor Children: Who would you want your children to live with if you were to pass away?

Child Name
Relationship
 
Child Name
Relationship
 

Who would be your heirs and what share of the estate would each receive?

If you are married, do you want your spouse to inherit first, before those listed below?
Beneficiary Name
What should they receive?
 

If all of your beneficiaries and descendants predecease you, how would you like your estate to be divided?

(Note: This is sometimes called a “nuclear provision” because it is often explained in the following way – If everyone you named to inherit was to die in a nuclear accident, then who would you want your estate to go to and how would you want it divided?)

Remainder by Intestate Succession:

If you are married, do you want your spouse to inherit first, before those listed below?
Name
Percentage %
 

My estate has the following assets:

My estate has the following assets:
Are you ready to get started on your estate plan?

*Please Note: This meeting will be up to 60 minutes. All decision-makers must be present (or we will need to reschedule).*

What Really Matters to Me

Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)

Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.

Permission to Contact

I authorize the law firm to occasionally mail or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.

What Really Matters to Me – Spouse/Partner

Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)

Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.
Please enter a number from 1 to 10.

Permission to Contact

I authorize the law firm to occasionally mail or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.

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OUR ADDRESS

Steele Law Firm
376 Powder Springs Street Suite 130,
Marietta, GA 30064
Phone: 770.693.2426

OFFICE HOURS

Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
FridayClosed

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