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Estate Planning Consultation

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Last Name *

Note: Each contact must have a unique phone number and email address. Do not use another person's phone number or email address.

Email *

Phone *

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Organization

Agent Email

Agent Phone

Primary Agent

Do you want to work with a specific notary?

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Notary Name

Notary Email

Notary Phone

Do you need to meet with an attorney rather than a legal professional? (Attorney assisted plans have a much higher price point.)

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Please select all that apply:

My spouse and/or I were previously married and/or have children from a previous relationship.

My spouse and/or I are non-US citizen(s).

I would like to appoint a non-US citizen trustee and/or beneficiary.

I have a beneficiary that is receiving disability or Medicaid Assistance.

I have a beneficiary that will require guardianship or special supervision as an adult.

The selected guardian(s) for my minor children live(s) outside of the U.S.

I have a professional license that requires extra asset protection.

I own property outside of the United States or on tribal lands.

I own a business or plan to own a business soon.

I own rental or investment property.

I own NFA or collectable firearms.

I own intellectual property such as patents, copyrights, and/or trademarks.

I wish to include planning to qualify for Medicaid/MediCal and/or Veteran Benefits.

I plan to have a substantial part of my estate to pass to a charity or non-profit entity.

I have heirlooms, collectables, and/or other expensive assets that require special planning.

My estate is over $5 Million.

I would like comprehensive tax planning as part of my estate plan to avoid estate and income taxes to my beneficiaries.

Is there anything else we should know about your estate planning needs?

By providing my phone number, I agree to receive text messages and phone calls from the business.

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