Will Intake Form

The attorneys at Friedman & Ranzenhofer ask their prospective clients to do the best they can in completing the required fields on this intake form and collecting certain items.

Do not feel overwhelmed by the process.  We will have a productive first meeting even if you are not finished collecting information.  However, it is very helpful to have all the relevant information and items available to us from the beginning, as it will allow us to start the process sooner.  Please feel free to call our office if you have any questions.

Step 1.) Fill out the form below (Click here for the printable version that can be filled out and mailed in).

Step 2.) After completing the form, call our office to schedule an appointment with an attorney for the first consultation.

Step 3.) Payment in the form of cash, charge or check is required at the first appointment.

Step 4.) Drafts of your documents will be mailed to you for your review.

Step 5.) A final appointment will be scheduled for you to sign your documents.

If needed, there is an overflow box at the end of the form to include additional information.

*Indicates a Required Field

1.

2.

All relatives who would share in your property if you had no Will (e.g. children, parents or siblings):

3.

4.

5.


YesNo

6.


YesNo

YesNo

YesNo

YesNo

7.


Living WillHealth Care ProxyPower of AttorneyLiving Trust

8.

9.

Who do you want to act as Guardian or Trustee of your children?

10.

Who do you want to act as Executor and Alternate Executor?

11.

List all life insurance policies:

1.

2.

3.

12.

List bank accounts, CDs and money market funds (individual and joint):

Account 1

Account 2

Account 3

Account 4

13.

List all real estate (individual and joint):

Real Estate 1

Real Estate 2

Real Estate 3

14.

List all retirement plans, IRAs, 401-Ks, etc.:

15.

Stocks, bonds, mutual funds and annuities (individual and joint):

1.

2.

3.

16.

List any other property you own or in which you have an interest, including business interests, notes or
mortgages owed to you, autos, boats, valuable jewelry, art work, etc.

17.


YesNo

18.

19.

Are you or any of your beneficiaries disabled?

YesNo

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