Home - Under construction
Menu
1025 Alameda De Las Pulgas #426
Belmont, CA, 94002
(650) 394-5299
Estate Planning | Wills | Trusts | Probate
Your Custom Text Here
Home - Under construction
GETTING TO KNOW YOU
CLIENT NAME
*
First Name
Last Name
Middle Name
Other Names Used
Maiden Name, etc.
Email
*
Home Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Business Occupation
Employer
Birthdate
MM
DD
YYYY
Birthplace (City, State)
Citizenship
Do you have property outside of California?
No
Yes
Thank you!
SPOUSE NAME
*
First Name
Last Name
Middle Name
Other Names Used
Maiden, etc.
Email
*
Home Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Business Occupation
Employer
Birthdate
MM
DD
YYYY
Birthplace (City, State)
Citizenship
Do you have property outside California?
No
Yes
Thank you!
FAMILY INFORMATION
Family Name
*
Preferred family name? For example, DiFonzo, or DiFonzo-Hoeg
Property-Sharing Status
*
Are you in a relationship where you legally share property?
Single
Divorced - with shared property
Divorced - no shared property
Widowed
Married (if yes, complete the next section)
Date of Marriage
MM
DD
YYYY
Place of Marriage (City, State)
Have you and your spouse executed a prenuptial agreement?
If yes, please send a copy to Attorney.
No
Yes
Has there been a prior marriage of Client?
If yes, Attorney will provide a follow up form.
No
Yes
Do you have children from your current or most recent marriage?
Yes - Please continue
No - Skip this section
CHILD 1
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
CHILD 2
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
CHILD 3
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
CHILD 4
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
Do you have children from a previous relationship?
Yes - Please continue
No - Skip this section
CHILD 1
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
CHILD 2
First Name
Last Name
Middle Name
Birthdate
MM
DD
YYYY
Place of Birth (City, State)
3. OTHER CHILDREN
Notes & Questions for Attorney:
Thank you!