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PLEASE SUBMIT YOUR ESTATE
PLANNING
REQUEST
Wills & Trust
Probate
Trust
Administratio
n
Trust Funding
Medicaid & Veteran Planning
Submitter's First Name
Submitter's Last Name
Submitter Company
Email
Phone
Client's First Name
Client's Last Name
Email
Phone
Please complete the below questionnaire before submitting this request form.
Does the client have an existing Will or Trust?
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Does the Client have an estate over $3 Million?
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Does the client have minor children?
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Does the Client have a business?
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Is the Client a U.S. Citizen or Permanent Resident?
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Is the Client requiring legal assistance regarding a Probated Estate?
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Does the Client currently or is planning to use Medicaid/MediCal or Veteran Benefits?
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Has the Client or their spouse have children from a previous marriage/relationship?
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Does the Client own investment property (rentals, paid lodging, resale of properties)?
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Does the Client have any dependents that are classified as Children with Special Needs?
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Does the Client want a Third Party Administrator to manage their estate?
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Does the Client have heirlooms, collectables, or pets/animals that require special planning?
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