Estate Planning Intake Form | Law Office of Marcella A. Taylor

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Estate Planning Intake Form

First Name*

Middle Name

Last Name*

Date of Birth*

Phone Number*

Would you like text messages from the law firm at this number?

Yes

No

Email

Marital Status:*

Single

Married

Widowed

Spouse's First, M., & Last Name

City*

State*

Postal Code*

Do You Have a Current Will or Trust?*

Yes

No

Please Name All Children & Dates of Birth:

Please provide names to anyone else who may be relevant to your estate plan:

If you own additional properties, please list their addresses here:

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