Estate Planning Intake Form Template

Collect the client's basic personal information such as their full name, date of birth, and contact details. This information is essential for identifying the client and reaching out to them if needed. It will also help in personalizing their estate planning documents and ensuring accuracy.

Gather details about the client's family members, including their spouse, children, and any other dependents. Understanding their family structure is crucial in determining how assets will be distributed and guardianship arrangements, if necessary.

Collect comprehensive information about the client's current financial status, including their income, assets, and debts. This data will be crucial in creating an effective estate plan that maximizes the client's financial well-being and ensures the smooth transfer of assets.

Obtain details about the client's real estate holdings, including primary residences, vacation homes, and investment properties. This information will help in determining how these assets should be distributed and managed in the estate plan.

Gather information about any businesses owned or co-owned by the client, including their names, types, and estimated values. Understanding the client's business interests is crucial in developing a comprehensive estate plan that addresses these assets effectively.

Gather details about the client's retirement accounts, such as 401(k), IRA, or pension plans. Understanding the client's retirement assets is crucial in developing a plan that maximizes financial security during retirement and facilitates the smooth transfer of these accounts.

Collect details about the client's personal property, including valuable possessions, collections, or sentimental items. This information will be used to determine how these assets should be distributed among beneficiaries and to address any specific requests regarding personal property.

Obtain detailed information about the client's liabilities, including loans, credit card debts, or outstanding obligations. Understanding the client's financial obligations is crucial in developing an estate plan that adequately addresses these liabilities and ensures a smooth transfer of assets.

Identify individuals who will serve as executors and trustees for the client's estate. Executors are responsible for managing the estate and ensuring the client's wishes are carried out, while trustees oversee the administration of any trusts established in the estate plan.

Determine potential guardians who will take care of minor children in the event of the client's incapacitation or death. This decision is crucial in ensuring the well-being and proper care of the client's children.

Collect information related to Medicaid and elder law that is relevant to the client's estate plan. This may include eligibility requirements, nursing home care options, and long-term care insurance considerations.

Understand the client's preferences and instructions regarding funeral arrangements and final wishes. This information will guide the planning of funeral services and ensure that the client's wishes are respected.

Gather the client's wishes regarding organ donation. This information is crucial in ensuring that the client's intentions regarding organ donation are honored.

Determine the distribution of assets among beneficiaries as per the client's wishes. Ensure that the assets are distributed properly and account for any specific requests or conditions specified by the client.

Prepare the client's customized estate planning document based on the information gathered. This document will serve as a legal record of the client's estate plan and will include provisions for asset distribution, guardianship, and other relevant matters.

File the client's estate planning document with the appropriate legal authority. This step ensures that the document is legally recognized and properly recorded for future reference.

Schedule a document signing ceremony with the client. This ceremony provides an opportunity to review and sign the estate planning document, ensuring that the client fully understands and agrees to its terms.