Please note: We have created an abbreviated intake questionnaire to help us begin thinking about your potential case. Of course we will go into more detail with you directly, but this will help to start the dialogue. Also, we have found that by beginning the process it helps one to not feel so isolated and alone.
Please do not worry if you cannot answer all of the questions; just do the best you can.
1. Are you legally married, or in a committed relationship? For how many years?
2. Do you already have any children? What are their ages? Are the children from the current marriage/relationship or a previous one, or both? Do you have a named guardian for your children?
3. Do you own your own home? Yes No
4. Do you have retirement accounts? Yes No
5. Do you have investment accounts, or stock options Yes No
6. Do you have life insurance? Yes No
7. Do you own your own business? Yes No
8. If you are giving birth, do you have a power of attorney for health care already in place? Yes No
9. Do you already have a will? Does if provide for your child(ren)?
10. Have you heard of a “Living Trust?” Yes No
11. Are you concerned about family members not respecting your wishes? Yes No
12. Are there any special circumstances of which we should be aware?
Please fill out the form below to send us your responses in as a secure e-mail message. Again, all information you provide will be maintained in strict confidence. We will respond to your inquiry within 24 hours. Fields marked with an * are required.
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