ESTATE PLANNING INTAKE FORM
We need to gather some information
We are excited to work with you on this journey to protect your legacy, plan for your death and save your family from stress. I am available to you at every step of the way. Simply call me at 813-922-5290 or email me at with any question, at any time during this process.
When you are done with submitting the information below, we'll schedule a telephone conference or in-person meeting to go over your wishes and cover any outstanding questions you may have.
To begin, you need to determine how you want to your property distributed at your death. There are a few ways this may be accomplished. One is through a Trust and the other is through a Will. The differences between those two are explained in the following video.
Now that you have a better idea of the vehicle you want to use to distribute your property at death, let's take care of some housekeeping questions like basic information so I may understand more about your plan and the people involved.
Once you submit the following answers, I will be in touch to schedule a call and/or in-person meeting, whichever you prefer.