Pre Onboarding Form

PERSONAL

Personal Information

Basic details about you and, if applicable, your spouse or partner.

Primary Client

First Name

Last Name

Date of Birth

Marital Status

US Citizen?

Phone

Email Address

Street Address

City, State, Zip

Spouse / Partner (if applicable)

First Name

Last Name

Date of Birth

US Citizen?

Next - Family

FAMILY

Family Structure

Tell us about your children, dependents, and any relevant family circumstances.

Do you have children?

Yes

Do you have any dependents with special needs or disabilities?

Yes

Prior Marriages & Blended Family

Have you been previously married?

Children from a prior relationship?

Anything else about your family structure we should know?

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Next - Assets

ASSETS

Asset Overview

Approximate values are fine — we're looking for a general picture, not exact figures.

Real Property

Property

Property Address

How is it titled?

Approximate Value

Property Type

Financial Accounts

Checking & Savings (approx. total)

Investment / Brokerage Accounts

Retirement Accounts (IRA, 401k, etc.)

Retirement accounts have named beneficiaries?

Life Insurance

Do you have life insurance?

Approx. Total Death Benefit

Are beneficiaries current?

Business Interests

Do you own a business?

Approximate Business Value

Is there a buy-sell agreement or succession plan in place?

Other Assets

Other significant assets (vehicles, collectibles, expected inheritance, etc.)

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Next - Documents

DOCUMENTS

Existing Documents

Let us know what estate planning documents you already have in place.

Which of the following do you currently have? (select all that apply)

Last Will & Testament

Revocable Living Trust

Durable Power of Attorney (Financial)

Healthcare Power of Attorney

Advance Directive / Living Will

I don't have any of these

I'm not sure

About Your Existing Documents

Approximate year documents were drafted

State where documents were drafted

Have there been major life changes since these documents were drafted?

Marriage or divorce

New children or grandchildren

Death of a named beneficiary or fiduciary

Significant change in assets

Moved to a different state

None of the above

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Next - Goals

GOALS

Your Goals & Concerns

This is the most important section — help us understand what matters most to you.

What are your primary estate planning goals? (select all that apply)

Avoid probate and pass assets directly to loved ones

Provide for minor children, including naming a guardian

Plan for incapacity — ensure the right person can act on my behalf

Minimize estate or inheritance taxes

Protect assets in a blended family situation

Provide for a dependent with special needs without affecting benefits

Plan for business succession or transition

Leave something to charity

Protect inheritance from creditors or divorce

Plan for potential long-term care / Medicaid

Key People

These are the people you may name to manage your affairs. You don't need to have these finalized — we'll discuss at the consultation.

Preferred Trustee / Executor

Backup / Successor Trustee

Financial Power of Attorney Agent

Healthcare Agent

Guardian for Minor Children (if applicable)

Is there anything else you'd like us to know before your consultation?

How did you hear about us?

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New Client Estate Planning Questionnaire

Let’s start planning your legacy.

All information is protected by attorney-client privilege

PERSONAL

Personal Information

FAMILY

Family Structure

ASSETS

Asset Overview

DOCUMENTS

Existing Documents

GOALS

Your Goals & Concerns

James A. Jones

ATTORNEY AT LAW

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