HLG Test Initial Personal Consultation Form

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Today's Date(Required)

Part I - Personal Information

Please tell us a little about you, your partner and your family.

Your Full Legal Name(Required)

First Last

Your Spouse's Legal Name

First Last

Your Address

Street Address Address Line 2 City State ZIP Code

Home Phone

Your Cell Phone(Required)

Your Spouse's Cell Phone

Preferred Method of Contact

Your Email Address(Required)

Enter Email Confirm Email

Your Spouse's Email

Enter Email Confirm Email

Children

Do you have children?

Children

First and Last Name

Date of Birth

Gender

Parent: Husband, Wife or Joint

Married?

Number of Grandchildren

Deceased?

Click on the "+" plus button on the right to add children

Part II - Property & Asset Information

Listing approximate values for your estate gives our attorneys an understanding of the tax advantages available to your estate. It also helps her understand the risk of potential lump sum inheritance payments.

Real Estate

Bank Accounts

Certificates of Deposit (CDs)

Vehicles

LIfe Insurance

IRA/Retirement Plans

Investment Accounts - Stocks, Bonds, Mutual Funds

Business Partnerships

Total Estate Value (approximate)

Part III - Your Concerns

On a Scale of 1-10, 1 being the lowest and 10 being the highest, please rate the following:

Desire to get affairs in order and create comprehensive plan to manage in case of death or disability:

Desire to avoid probate:

Desire to protect and provide for spouse/partner:

Desire to protect and provide for children and/or grandchildren:

Desire to protect children’s inheritance from the possibility of future divorce:

Desire to prevent will contests or other disputes upon disability and death:

I would rate my children’s or other beneficiaries’ ability to handle an inheritance today as follows:

Desire to leave my/our wisdom, life story, and love in tangible ways to loved ones:

The following are the people/causes I want to receive some of my wealth (check, then rank in order of priority):

Spouse
Children
Parents
Siblings
Grandchildren
Stepchildren
God
Society
Other

Who is/are "other(s)" in the previous ranking question?

If I had enough money, the ways I would want my legacy to be used for my children or other beneficiaries in their adulthood include: (check all that apply)

My ultimate goal in leaving money/assets to my children or other beneficiaries is:

Write a single sentence that best describes your expectations of the estate planning process:

Is there anything else you'd like our attorney to know before your Personal Consultation?(Required)

Some families have particular needs that they address directly in their estate plan: in-laws, special needs children, wayward adult children.

Hammond Law Group Personal Consultation Estate Planning Contact Intake Form

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Part I - Personal Information

Children

Part II - Property & Asset Information

Part III - Your Concerns