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Estate Planning Intake

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We thank you for selecting one of Arizona's Premier Law Firms to guide you through your estate planning needs.

In order to handle your matter with proficiency we will need to collect some basic information from you.

Please fill out this intake form to the best of your ability while addressing all pages. Feel free to bring requested documents into your meeting or email them ahead time.

We thank you again for the opportunity to handle your estate planning matter and look forward to working with you.

The estimated time for completion of this form is 7-10 minutes.

Personal Information

Your Full Legal Name(Required)

First Middle Last

Your Cell Phone(Required)

Do you have a separate home phone?(Required)

Yes

Your Home Phone(Required)

Your Email Address (Non-Work)(Required)

Enter Email Confirm Email

Contact Information

Your Home Address(Required)

Street Address Address Line 2 City State ZIP Code

Do you have a separate mailing address?(Required)

Yes

Your Mailing Address

Street Address Address Line 2 City State ZIP Code

Date of Birth(Required)

MM slash DD slash YYYY

Are you a full-time Arizona resident?(Required)

Yes

State in which you reside full time:(Required)

Do you maintain any assets or properties outside of Arizona?(Required)

Yes

If so, please describe:

Are you a U.S. Citizen?(Required)

Yes

Country of Citizenship(Required)

Do you maintain any assets or properties outside of the USA?(Required)

Yes

Occupation(Required)

Employer(Required)

Are you currently involved in any lawsuits now?(Required)

Yes

If so, please describe:

Please gather and bring to your meeting a valid driver's license, identification card, or passport.

Marital Status & Information

Current Marital Status(Required)

Married

Not Married

Live in Partner

Have you ever been divorced?(Required)

Yes

Divorced - Further Disclosures(Required)

I have no continuing obligations

I still have continuing obligations

I am still under a child support order

Date of Previous Dissolution of Marriage(Required)

MM slash DD slash YYYY

Is your spouse / partner currently involved in any lawsuits now?(Required)

Yes

Please gather and bring to your meeting any divorce decrees, settlement agreements, orders, and other related documents.

Please gather and bring to your meeting any agreements, orders, and other related documents.

If married, do you have a pre/post marital agreement?(Required)

Yes

Not Sure

Do you have a cohabitation agreement?(Required)

Yes

Not Sure

Please gather and bring to your meeting any agreements, lists of assets, and other related documents.

Please gather and bring to your meeting any agreements, leases, and other related documents.

Do you intend on having our firm represent you jointly with your spouse or partner?(Required)

Yes

It is common for spouses to employ the same lawyer to assist them in planning their estates if all potential conflicts are properly understood. However, this may not be appropriate in all cases, such a large disparities of wealth between spouses, blended families, and different objectives and beneficiaries.

General Disclosure of Potential Spousal / Partner Conflicts

This written disclosure is intended to be an informative discussion of potential conflicts of interest arising from a single lawyer or law firm preparing estate planning documents for both spouses or joint clients.

It is a frequent occurrence that clients, or potential clients, prefer to jointly pursue their estate planning objectives and have a single lawyer coordinate their Wills, Trust Agreements, or other estate planning instruments. Frequently the clients, or potential clients, expect that a single lawyer or law firm can most expeditiously achieve their goals, and while there may be potential conflicts of interest, there are, in actuality, no real conflicts. However, personal and family circumstances may change and actual conflicts may arise, and therefore, it is important for clients consenting to joint representation of both spouses or partners in estate planning to be aware of the potential sources of conflict.

This document confirms that each of you have requested, or are in the process of requesting, Boland Law Group, PLLC to represent you both and to advise you on estate planning matters.

It is contemplated that matters which legal counsel will be involved with in estate planning would be the following:

(a) Analysis of the spouses' existing wills, codicils, trust agreements, and property agreements, if any;
(b) Analysis of the assets owned by each spouse at the time of marriage, including an approximation of the fair market value of such property and the nature in which title was then held;
(c) Analysis of all property now owned by each of the spouses, including a determination of its fair market value and the manner in which title to such property is now held, and a categorization of such property as separate or community property;
(d) Discussions about the manner in which the spouses wish to dispose of any property over which spouses may have any power of disposition at the time of their death;
(e) Analysis of the tax impact of such disposition and recommendations for alternative dispositions; and
(f) Preparation of the documents necessary to accomplish the desired disposition, including the drafting of wills, trust agreements, property agreements, and other documents as may be required.

In many instances, both spouses are much happier when each knows and approves the provisions of the other's will. Sometimes an attorney can be very helpful to both parties in advising them of what will take place at the time of death of either of them. However, there are instances where each of the parties desires, and is entitled to, confidential advice and guidance from the attorney. This may be particularly true where the parties each own separate property or have children by prior marriages. Specific instances where one spouse may desire to have separate legal counsel include the following:

(a) Where there is a recent marriage and one of the spouses has a substantially larger estate than the other, separate estate planning may be advisable.
(b) In community property states, such as Arizona, where one or both of the spouses has a substantial amount of separate property, advising clients on how to prevent commingling the separate property and how to make gifts of the separate property may in some instances suggest separate estate planning. In addition, a conflict may exist in the determination of what is community property and what is separate property. That determination may be more beneficial for one of you than the other. If you partition community property or give property to your spouse as part of your estate plan, the possibility of a divorce must also be recognized.
(c) Where each spouse has a substantial estate that they desire to pass to persons other than their surviving spouse, advice as to the selection of a personal representative (also known as executor) and tax consequences of the gifts, including the questions of whether or not the marital deduction should be considered, may in some instances suggest that each spouse employ separate counsel.
(d) Where one spouse has real property or corporate holdings that have been in their family for a number of years and they desire that the properties remain in their family and not pass to the other spouse, it may be advisable to employ separate counsel.

We must make recommendations that affect your joint and separate property interests after your death. A substantial conflict may exist in the determination of what is community property and what is separate property, and such determination may be more beneficial for one of you than the other. The possibility of a divorce must also be recognized.

Consequently, our present recommendations could affect the income, property, and support provisions in such divorce or after the death of one or both of you.

We feel that you can decide whether you want us to represent both of you in estate planning only after you have been informed by us as to the facts of these potential conflicts. You are each, of course, welcome to have your own separate counsel for any part or all of the matters we are undertaking or proposing to undertake for you.

Acknowledgement and Consent(Required)

I have fully read and understand this disclosure and the possibilities of conflicts.

Spouse / Partner's Information

Spouse / Partner's Full Legal Name(Required)

First Middle Last

Spouse / Partner Email Address (Non-Work)(Required)

Enter Email Confirm Email

Spouse / Partner's Date of Birth(Required)

MM slash DD slash YYYY

Spouse / Partner a U.S. Citizen?(Required)

Yes

Spouse / Partner Country of Citizenship(Required)

Date of Marriage to Spouse(Required)

MM slash DD slash YYYY

Occupation for Spouse / Partner(Required)

Employer for Spouse / Partner(Required)

Family Information

Do you have children?(Required)

Yes

Does your spouse / partner have children?(Required)

Yes

Child 1 Name(Required)

First Middle Last

Child 1 Date of Birth(Required)

MM slash DD slash YYYY

Child 1 Parent(Required)

Joint Child

My Child

Spouse's Child

Child 2 Name

First Middle Last

Child 2 Date of Birth

MM slash DD slash YYYY

Child 2 Parent

Joint Child

My Child

Spouse's Child

Child 3 Name

First Middle Last

Child 3 Date of Birth

MM slash DD slash YYYY

Child 3 Parent

Joint Child

My Child

Spouse's Child

Child 4 Name

First Middle Last

Child 4 Date of Birth

MM slash DD slash YYYY

Child 4 Parent

Joint Child

My Child

Spouse's Child

Child 5 Name

First Middle Last

Child 5 Date of Birth

MM slash DD slash YYYY

Child 5 Parent

Joint Child

My Child

Spouse's Child

Child 6 Name

First Middle Last

Child 6 Date of Birth

MM slash DD slash YYYY

Child 6 Parent

Joint Child

My Child

Spouse's Child

Your Concerns and Objectives:

Please rate the following as to how important they are to you:

Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability.(Required)

High

Some

Low

N/A

Providing for and protecting a spouse.(Required)

High

Some

Low

N/A

Providing for and protecting children.(Required)

High

Some

Low

N/A

Providing for and protecting grandchildren.(Required)

High

Some

Low

N/A

Disinheriting a family member.(Required)

High

Some

Low

N/A

Who are you thinking about disinheriting?(Required)

Providing for charities at the time of death.(Required)

High

Some

Low

N/A

Plan for the transfer and survival of a family business.(Required)

High

Some

Low

N/A

Avoiding probate.(Required)

High

Some

Low

N/A

Reduce administration costs at time of your death.(Required)

High

Some

Low

N/A

Avoiding a conservatorship (“living probate”) in case of a disability.(Required)

High

Some

Low

N/A

Your Concerns and Objectives (Continued):

Please rate the following as to how important they are to you:

Avoiding will contests or other disputes upon death.(Required)

High

Some

Low

N/A

Protecting assets from lawsuits or creditors.(Required)

High

Some

Low

N/A

Are you, or any person to be in your estate plan, involved in any lawsuits now?(Required)

Yes

If so, who?(Required)

Preserving the privacy of affairs in case of disability or at time of death from business competitors, predators, dishonest persons and curiosity seekers.(Required)

High

Some

Low

N/A

Plan for a beneficiary with disabilities or special needs, such as medical or learning disabilities.(Required)

High

Some

Low

N/A

What is the name and relationship of this beneficiary?(Required)

Protecting children’s inheritance from the possibility of failed marriages.(Required)

High

Some

Low

N/A

Protecting children’s inheritance in the event of a surviving spouse’s remarriage.(Required)

High

Some

Low

N/A

Provide that your death shall not be unnecessarily prolonged by artificial means or measures.(Required)

High

Some

Low

N/A

Other Concerns (Please list below):

Estate Planning Disclosures

Why do you need a lawyer:(Required)

Will

Revocable Living Trust

Irrevocable Trust

Health Care Powers of Attorney

Living Will

Funding of Trust

Trust Administration

Estate / Gift / GST Tax Planning

Other

Why do you need a lawyer (Other):(Required)

Have you ever done any form of estate planning before?(Required)

Yes

What year was the estate plan last updated?(Required)

Important Financial / Insurance Questions

Estate planning, generally speaking, is the process of creating a legal plan of action to help govern the disposition of your assets and enumerate healthcare decisions. However, it is important to make sure that those assets flowing into your estate plan are properly maintained and match your desires within your estate plan.

Our firm is comprised of attorneys and counselors, therefore, we rely on financial or insurance advisors and their professional advisement. We implore you to understand and appreciate the necessity of adjusting your financial and insurance plan as different life stages approach or events occur.

Many of these assets will be flowing through your estate plan and you will need these advisors to assist us in transferring the assets or designating beneficiaries.

Financial Planning

We do not offer or sell any financial products or advise on any financial matters. We will need to work your existing team to help further the goals of your estate planning.

Do you have a financial advisor that you regularly consult with?(Required)

Yes

Name of Financial Advisor

First Last

How often do you meet with your financial advisor and review objectives?

Never

Rarely

Once a year

Quarterly or more

When was the last time your financial plans were reviewed or updated?

About a year

Over 5 years

Rarely

Never

What are some of your top personal financial goals?

Charitable Giving

Travel

Family Legacy

Invest in a College Education

Other

What are the greatest financial concerns going forward?

Retirement

Education Planning

Risk Management

Growing my Wealth

Maintaining my Wealth

Other

Are there any additional financial goals or concerns that you would like to be addressed?

Life Insurance Planning

We do not offer or sell any insurance products. We will need to work your existing team to help further the goals of your estate planning.

Do you have a life insurance advisor that you regularly consult with?(Required)

Yes

Name of Life Insurance Advisor

First Last

Do you own or have any life insurance through work?(Required)

Yes

What is the estimated total death benefit for all policies?(Required)

Do you plan on buying any life insurance in the future?(Required)

Yes

Life insurance proceeds are typically not taxable as income, but can be taxed as part of your estate if the amount being passed to your heirs exceeds federal and state estate tax exemptions.

When was the last time your life insurance policies were reviewed or updated?

About a year

Over 5 years

Rarely

Never

What are some of your top goals for your policy?

Death Benefit

Cash Value

Family Legacy

Asset Protection

Other

What are the greatest concerns going forward?

Are there any additional insurance goals or concerns that you would like to be addressed?

How Life Insurance Death Benefits May Be Taxed

One of the benefits of owning life insurance is the ability to generate a large sum of money payable to your beneficiaries upon your death. An even greater advantage is the federal income-tax-free benefit that life insurance proceeds receive when they are paid to your beneficiary.

However, while the proceeds are income-tax-free, they may still be included as part of your taxable estate for estate tax purposes.

Using Life Insurance Trusts to Avoid Taxation

A common way to remove life insurance proceeds from your taxable estate is to create an irrevocable life insurance trust (ILIT).

To complete an ownership transfer, you cannot be the trustee of the trust and you may not retain any rights to revoke the trust. In this case, the policy is held in trust and you will no longer be considered the owner. Therefore, the proceeds are not included as part of your estate.

Key Takeaways

>>Reducing estate taxes can be advantageous to your beneficiaries.

>>There are key ways to limit taxes upon your death by using life insurance death benefits.

>>Estates can potentially limit taxes (and in some cases avoid estate taxation) in one key way—transferring the ownership of life insurance policies—usually to an irrevocable life insurance trust (ILIT).

>>However many rules apply, such as the three-year rule —which says gifts of life insurance policies made within three years of death are still subject to federal estate tax.

>>Thus, if you die within three years of the transfer, the full amount of the proceeds is included in your estate and taxed accordingly.

Talk to me about how an ILIT may help us:

Yes

Summary of Values

Please use estimated values when filling this section out. Please remember the values, type of asset, and sum of your total wealth impacts what advice and designs apply to your individual situations.

Asset Type	Your Information	Spouse / Partner	Total
Real Property
Furniture and Personal Effects
Automobiles, Boats, and RV's
Bank and Savings Accounts
Stocks and Bonds
Life Insurance and Annuities
Retirement Plans
Business Interest (FMV)
Money Owed to You
Anticipated Inheritance, Etc.
Other Assets
Total Assets

NOTICE: It is a crime to knowingly provide false, incomplete or misleading information to us for the purpose of defrauding the firm. Penalties include imprisonment, fines and a denial or failure of intended benefits. Our firm applies a zero-tolerance approach for this type of behavior.(Required)

I acknowledge the values of the property listed above are an accurate representation of any and all property which I/we own or have a legal interest in.

Important Attorney-Client Disclosures

Are there any adverse parties or anyone otherwise involved?(Required)

Yes

Who is adverse to you or otherwise involved?(Required)

How did you hear about us / referred by?(Required)

Social Media

Internet Search

Online Ad

Referral

Other

Who referred you to us?(Required)

Do we have your permission to reach out and thank the referral source?(Required)

Yes

Have you consulted with any another lawyer regarding this matter?(Required)

Yes

Who was the lawyer?(Required)

Have you ever filed a complaint or lawsuit against a lawyer?(Required)

Yes

Tell us more about the previous issue:(Required)

What's on your mind?

Please let us know what's on your mind. Have a question for us? Ask away.

Further Comments/Questions

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Welcome to BLG

Estate Planning Intake

Next Steps: Sync an Email Add-On

Personal Information

Contact Information

Marital Status & Information

General Disclosure of Potential Spousal / Partner Conflicts

Spouse / Partner's Information

Family Information

Your Concerns and Objectives:

Your Concerns and Objectives (Continued):

Estate Planning Disclosures

Important Financial / Insurance Questions

Financial Planning

Life Insurance Planning

How Life Insurance Death Benefits May Be Taxed

Using Life Insurance Trusts to Avoid Taxation

Key Takeaways

Summary of Values

Important Attorney-Client Disclosures

What's on your mind?

Want to fill it out offline?

Overview

Contact Info