Welcome to EstatePlansforLife - Kevin Drummond Thank you for using our Digital Intake Form. Our firm collects this information to ensure you are meeting with the right team and gives us a head start on understanding your unique situation. By providing as much information as possible prior to your appointment, it allows us to make the best use of our time together during your first appointment. All information asked is optional and you only need to share information you are comfortable with disclosing. Additional details can be discussed during your appointment. Please select the reason for meeting with our office. If you are not sure, please select Other and add a brief note about why you contacted our office. By knowing what is most important to you, it helps our firm better prepare to answer your questions.
Applicant Information Please let our office know if you are completing this intake for yourself or a loved one. If for a loved one, please indicate your relationship to the applicant. By providing our office with information regarding any health issues, it helps us to get an understanding of what care may be needed in the future or possible benefits you may be eligible to receive. If you are interested in special needs planning, please do not complete this intake with information for the child or beneficiary with a special need. The person that would like to set up planning for the person with a special need should complete this section. There will be a section to add information on the person with a special needs later in this intake.
Intake Please provide the requested information about your loved one. Remember your loved one is the client for purposes of this form.
Your Information Please use your legal name as it appears on your license or government-issue ID
Client's Information If you are completing this form for yourself, please enter your information and, if applicable, your spouse’s information. If you are completing this form for a loved one, please enter their information and spouse’s, if applicable, and your information.
Client's Spouse Information Please use your legal name as it appears on your license or government-issue ID
Children Information About Your Children and Their Inheritance Please provide the requested information for each child and/or stepchild, including their full legal name, date of birth, and parent(s). How your children's inheritance is divided: You can choose to divide the inheritance equally among your children or specify different shares for each child. When your children receive their inheritance: If you choose to establish a trust for your children, you can select the age at which they receive the trust principal. Until that time, a trustee can manage the assets held in the trust according to the terms of your estate plan. For example: You may choose for a child's inheritance to remain in trust until age 25 rather than having the child receive the full inheritance at age 18. Important: If you are married, your estate plan may provide for your spouse first, with your children inheriting under the terms of your plan if your spouse does not survive you. Assets that have their own beneficiary designation, such as certain retirement accounts and life insurance policies, generally pass according to those beneficiary designations rather than your Will. Consider both your estate-plan provisions and your beneficiary designations when planning how your assets will be distributed. If you do not intend for your spouse to receive your estate first, or if you want to disinherit a child or beneficiary, please contact the attorney or law firm before completing your plan. Additional planning may be necessary.
Total Estate Size When determining your total estate size, please include the approximate value of any real estate, bank accounts, investment accounts, retirement accounts, businesses, and other assets. Please do not include the death benefit of any life insurance. If you do not know this information, please select your best estimate. This information is only used to match you with the best team for your estate planning. We do request more specific asset information on the following pages. It is recommended that you add this additional asset information, but it is not required. By providing this additional information now, we can ensure your time spent speaking with our office during your appointment is as productive as possible.
Real Estate Please provide information regarding the assets you own. This information helps our firm to understand the size of your estate, where your assets are held, debts you may owe, and any business interests. All these factors affect the planning and recommendations that our firm provides for you. It is important to provide as much information as possible. If you do not know exact figures, please enter your best estimate or “unknown.” If you are not sure of any asset information, please make a note at the end of this form and we can discuss further during your first appointment.
Assets Information Please provide information regarding the assets you own. This information helps our firm to understand the size of your estate, where your assets are held, debts you may owe, and any business interests. All these factors affect the planning and recommendations that our firm provides for you. It is important to provide as much information as possible. If you do not know exact figures, please enter your best estimate or “unknown.” If you are not sure of any asset information, please make a note at the end of this form and we can discuss further during your first appointment.
Assets Information Continued Please provide information regarding the assets you own. This information helps our firm to understand the size of your estate, where your assets are held, debts you may owe, and any business interests. All these factors affect the planning and recommendations that our firm provides for you. It is important to provide as much information as possible. If you do not know exact figures, please enter your best estimate or “unknown.” If you are not sure of any asset information, please make a note at the end of this form and we can discuss further during your first appointment.
Monthly Income Please provide your monthly income information on this page. By knowing your monthly income, it helps our firm know what types of benefits you may be eligible for.
Additional Information
Referral Information We are so happy you found us, and we would like to know where you learned about our firm. This information helps us to ensure we are marketing in the correct areas and thanking our referrals. All client information is kept confidential when sending thank you notes.
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