New Client Intake Form | Jill M. Santiago

Estate Planning Attorney in Rhode Island & Massachusetts

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New Client Intake Form

Your Email*

Your Name*

First Middle Last

Your Phone Number*

Your Date of Birth*

MM slash DD slash YYYY

Are you married?*

Yes

No

Spouce's Name*

First Middle Last

Spouse's Email*

Spouse's Date of Birth*

MM slash DD slash YYYY

Your Mailing Address*

Street Address City State ZIP Code

Are you a U.S. Citizen?*

Yes

No

Are you or your spouse a Veteran?*

Yes

No

Do you have children?*

Yes

No

Children's full names and dates of birth*

Do you have the following assets:

Real Estate

IRA/Retirement Plans

Business/Partnerships

Stocks, Bonds, Mutual Funds

Life Insurence

Certificates of Deposit

Check all that apply.

What is the approximate gross value of your estate?

Which of these issues is most important to you right now?

Make a plan to put my affairs in order

Avoid Probate

Nursing home costs

Make sure my wishes are honored regarding life support

Minimize death/estate taxes

Protect my legacy for my children/grandchildren from creditors or divorce

Protect my estate if my spouse gets remarried after my death

Protecting my special needs child after my death

Funeral planning/final arrangements made easier on my family

Check all that apply.

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Address: 2348 Post Rd Suite 106, Warwick, RI 02886 | Phone: (401) 307-5556 | Email: info@jmslawltd.com

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