Estate Planning Intake Form - Neel, Robinson & Stafford, LLC - Providing excellent service for over 21 years.

General Information

Client 1 Full Legal Name (as it appears on your ID):*

Prefix First Middle Last Suffix

Preferred Name

Date of Birth*

Address*

Street Address Address Line 2 City State ZIP Code

Email*

Phone*

Client 2 Add Another

+ Add another client

Client 2 Full Legal Name (as it appears on your ID):*

Prefix First Middle Last Suffix

Preferred Name

Date of Birth*

Address*

Street Address Address Line 2 City State ZIP Code

Email*

Phone*

Distribution Wishes

Who should receive your assets?

Distribution Wishes

Spouse

Children equally

Other

Any Specific bequest to individuals or charitable organizations

Common Disaster

(distribution is wealth outlives immediate family)

Testamentary Trust

(To protect assets for minor children or younger beneficiaries)

Trustee

Relationship

Trustee

Relationship

Suggested age band distribution

(common way of structuring when and how beneficiaries (usually children) receive assets from a trust):

Executor

(Person responsible for handling your estate)

Primary Executor

Alternate Executor

Financial Power of Attorney

(Person who handles finances if you cannot)

Primary Agent

Alternate Agent

Health Care Directive

(Person who makes medical decisions if you cannot)

Primary Agent

Alternate Agent

Real Estate

You you own real estate?*

No

Yes

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Add another address

+ Add another address

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Add another address

+ Add another address

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Additional assets to be included in Will

(*Note: non-probate assets such as life insurance or retirement assets (i.e. 401k) which have a designated beneficiary are not included in the Will)

Additional real estate

Bank accounts

Individually owned companies

Additional Notes

Estate Planning Intake Worksheet

General Information

Family Information

Guardians (Minor Children)

Distribution Wishes

Testamentary Trust

Executor

Financial Power of Attorney

Health Care Directive

Real Estate

Additional assets to be included in Will

Additional Notes