Welcome to our Estate Planning Intake Form! This form is designed to help us understand your unique estate planning needs and goals. By gathering important information about your assets, family dynamics, and desired outcomes, we can create a customized estate plan that meets your specific needs. Regardless of whether you are an individual or a couple wanting to do your estate plan, you will only have to fill out one form.

Please fill out this form to the best of your ability, paying special attention to the spelling of current full legal names and birth dates. It is fine if you do not know the account numbers or the exact balances in each account. Estimates are fine. If you prefer to fill out a PDF version of this form, you may download the form here. Please note that you will have to save the form to your computer and you can email it back to us by clicking here and using our secure encrypted site.

We understand that discussing your personal finances and family dynamics can be sensitive, which is why we strive to make this process as comfortable and stress-free as possible. Our goal is to create a welcoming environment where you feel supported and confident in the decisions you make for your future and that of your loved ones.

Thank you for considering our firm for your estate planning needs. We look forward to working with you and helping you achieve your goals. If you have any questions, please email admin@kkilaw.com.