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Intake form
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Name
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Email address
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What services are you interested in?
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Estate Planning
Wills
Living Wills
Trust Agreements
What is your preferred method of contact?
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Email
Phone
In-Person
What is your preferred time for a consultation?
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Morning
Afternoon
Evening
Do you have any specific questions or concerns regarding your estate planning?
Have you previously created any estate planning documents?
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Yes
No
If yes, please specify which documents you have created.
What is your estimated timeline for completing your estate planning?
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Immediately
Within 1 month
1-3 months
3-6 months
No specific timeline
Are there any specific assets you want to include in your estate plan?
Which service or services are you interested in?
Please select at least one option.
Estate planning
Wills creation
Trust agreements
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