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 my office directly so that appropriate information can be given to you. Thank you.

PLEASE NOTE: Due to my existing client commitments, I am currently scheduling initial estate planning appointments approximately 6-8 weeks after I receive all requested follow-up information from you.

Thank you for contacting my law office. Please read the privacy policy below and then fill out this intake evaluation form in its entirety. Once I have received this information from you, my office 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. My office 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 I am 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 my office. I look forward to the possibility of working with you!

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Emails

Email Address *

Type

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

Add email

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. My office 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 my law office?

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 after our meeting and once formal representation has begun through written agreement. Is this acceptable to you?

ACKNOWLEDGEMENT AND ACCEPTANCE

Thank you!