PLEASE NOTE: THIS INTAKE EVALUATION FORM IS TO BE USED ONLY BY POTENTIAL NEW ESTATE PLANNING CLIENTS AND NOT BY CURRENT OR FORMER CLIENTS. If you are a current or former client, please contact us directly so that we can give you appropriate information. Thank you.

Thank you for contacting our law office. Please read the privacy policy below, and then fill out this intake evaluation form in its entirety. Once we have received this information from you, we will contact you with additional information and next steps in the estate planning process.

Privacy Policy

All information received from a potential client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.

Personal information will only be used in the event that we are hired to represent you in your legal matter, and then only when necessary in limited use during the course of your matter.

If you have any questions, please don't hesitate to contact our office. We look forward to the possibility of working with you!

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

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Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

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Phone numbers

Phone number

Type

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THANK YOU!

Thank you for completing this intake evaluation questionnaire. This information will be extremely helpful in evaluating your matter. We will contact you as soon as possible with any updates and/or follow-up estate planning materials.

Please click the SUBMIT button below when you have finished answering all questions.

Contact information

Are you currently an Illinois resident?

How were you referred to our law firm?

Current Marital Status

Do you have any estate planning documents currently in effect?

What is your approximate household net worth (include both you and your spouse, if relevant) ($)?

For most people, the estate planning process typically takes about 3 months to complete. Is this acceptable to you?

ACKNOWLEDGEMENT AND ACCEPTANCE

THANK YOU!