ONLINE FORM Estate Planning Intake Form Instructions & Document RequestPlease fill out the following form completely prior to your next meeting with Morello Law Group, P.C. In addition, please provide the following documents to our office, in person or via mail: Any information pertaining to any corporate entities you own Stock Certificates or Bonds Current Estate Plan, if any Investment Statements (IRAs, Mutual Funds, Life Insurance, Retirement Accounts, etc.) Most Recent Deeds To Real Estate (with legal description) Photocopy of Driver’s License Life Insurance Policies New Change of Beneficiary forms for employer life insurance and 401K DOWNLOAD / PRINT DOCUMENT CHECKLIST Client InformationName(Required) First Middle Last Suffix Date of Birth(Required) MM slash DD slash YYYY Email Address(Required) Enter Email Confirm Email Address(Required) Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Home Phone(Required)Cell PhoneMarital Status(Required) Married Single Divorced Widowed Married Previously?(Required) Yes No Previous Estate Plan?(Required) Yes No Children?(Required) Yes No Add a Partner/Spouse Estate Plan?(Required) Yes No Partner InformationPartner Name(Required) First Middle Last Suffix Partner Date of Birth(Required) MM slash DD slash YYYY Partner Email Address(Required) Enter Email Confirm Email Partner Address Same as previous Street Address City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Home Phone(Required)Cell PhoneMarital Status(Required) Married Single Divorced Widowed Married Previously?(Required) Yes No Previous Estate Plan?(Required) Yes No Children?(Required) Yes No What are Your Estate Planning Goals?What are your Estate Planning Goals?(Required)Select all that apply: Provide for my spouse Provide for my children/grandchildren Distribute assets according to my wishes Protect assets from long-term care costs Reduce estate taxes Protect assets from divorce or creditors Plan for a blended family Plan for someone with special needs Leave gifts to charity Other Other Goal (Please Specify)(Required)Do You Have Any Special Circumstances?Do you have any Special Circumstances?(Required)Select all that apply: Blended family Family conflict concerns Disabled beneficiary Business ownership Real estate in another estate Significant charitable giving Concerns about long-term care costs Other Concerns Other Circumstance/s (Please Specify)(Required)Form Complete!Please click SUBMIT below to send the information you provided to Morello Law Group, P.C.Should we email you a copy of this form? Yes No Email to Send Copy(Required) Newsletter Signup(Required)Stay informed with new legal insights and firm news. Yes, please. No, thank you.
