EP Intake Single – Abraham Mazloumi & Associates

Estate Planning - Single

First name

Last name

Street Address (incl. Apt. no.)

City

State

Zip

Main phone number

How many children do you have?

Please enter -0- if none

What is the value of your personal residence (if you own)

If you do not own, please enter -0-

Please identify the types of your INCOME (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your combined monthly INCOME (approximate)

Enter -0- if none or TBD if unknown

Please identify the types of your LIQUID ASSETS (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your combined LIQUID ASSETS (approximate)

Enter -0- if none or TBD if unknown

Please identify the types of your OTHER assets (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your total combined OTHER assets (approximate)

Enter -0- if none or TBD if unknown

Do you want (or need) to avoid probate?

Do you want a trusted person to hold & manage your assets for your beneficiaries (such as your spouse or children) in trust, and to make distributions to them only upon the occurrence of certain dates or events, such as when a beneficiary attains a certain age?

Are you interested in (or do you or a family member need) Asset Protection?

Are you interested in (or do you need) Medicaid Planning?

Which of these estate documents do you already have? (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please feel free to let us know about specific issues or concerns you would like us to address in your estate plan

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Estate Planning - Single

Experience the Difference
of a Boutique Law Firm

Home

Who We Are

What We Do

Resources

Estate Planning - Single

Experience the Difference of a Boutique Law Firm

Experience the Difference
of a Boutique Law Firm