Estate Planning Client Intake Estate Planning Client Intake Personal Information First Name Last Name Email Phone Do you have a spouse? No Yes Spouse Information Spouse's First Name Spouse's Last Name Spouse's Email Spouse's Phone Family Information Children Add Child No children added yet. Asset Information Asset Type Real Estate Financial Assets Personal Property Description Approximate Value Add Asset Asset Summary Real Estate Financial Assets Personal Property No assets added yet. Estate Planning Goals Primary Objectives Select all that apply: Provide for spouse Provide for children Minimize estate taxes Asset protection Charitable giving Business succession Specific Concerns or Additional Information Submit
