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  • Home
  • Our Services
      • Revocable Living Trusts
      • Irrevocable Trusts
      • Special Needs Trusts
      • Life Insurance Trusts
      • Trust Amendments
      • Trust Restatements
      • Wills
      • Codicils
      • Deeds (Property Transfer)
      • Beneficiary Deeds
      • Financial Power of Attorney
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      • Mental Health Care Power of Attorney
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  • Intake Form
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Client Intake FormTWDAdmin2019-01-22T22:42:37+00:00

Client Intake Form

Step 1 of 7

14%
  • Most clients prefer either: The Jones Family or The John and Mary Jones Living Trust.
  • Section A: Client Personal Information






  • Section B: Children or Beneficiaries

    Parent Codes
    B = Natural Child of Both Spouses | 1 = Natural Child of Client 1 | 2 = Natural Child of Client 2
    A1 = Adopted by Client 1 | A2 = Adopted by Client 2 | DC = Deceased with Children | DN = Deceased with No Children
    • Check All That Apply





    • Check All That Apply





    • Check All That Apply





    • Check All That Apply
  • Are any of your children or named beneficiaries handicapped or do they receive SSI benefits?
  • If a beneficiary predeceases their distribution of the estate, distribute as follows:
  • Section C: Trustee(S)

  • Client 1 to serve as Original Trustee
  • Successor Trustee(s) & Executors for Four - Over Will
  • Section D: Durable Power of Attourney for Asset Management

  • Power of Attorney(s) for Client 1





        • Power of Attorney(s) for Client 2
              • Section E: Durable Power of Attorney for Health Care

              • Power of Attorney(s) for Client 1





              • Power of Attorney(s) for Client 2
              • ACKNOWLEDGMENT: I/We have read the information on this application and confirm that it is true and correct.
              • This field is for validation purposes and should be left unchanged.

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