Prospective Client Intake Form
Pre-screening form for Estate Planning Consultations
The Intake Form:
Completing the following form will allow us to better serve your legal needs. Please provide the information requested honestly and thoroughly as best you can.  If you need any assistance or have questions about how to complete the form, call (816) 775-1923. Below are important notices as you proceed.
Attorney-Client Relationship
An attorney-client relationship may arise upon consultation where legal advice is given. Nothing contained in this form shall be construed as legal advice. Completing or submitting this form alone does not constitute a consultation, and does not establish an attorney-client relationship.
Confidentiality, Privacy & Privilege
Attorneys owe a duty of confidentiality to prospective clients. This duty of confidentiality means an attorney generally may not reveal information learned during the consultation process. This is also protected by statutory privilege, but any disclosure of the confidential information to a third-party (someone other than the attorney and the prospective client) risks losing privilege protection. To preserve privilege & other duties concerning confidentiality, please do not disclose any information or details you consider private on this form.
Intake Form Not a Will
This intake form and all information provided by you is not to be intended to be a Will. The language in this form shall not be construed as your testamentary intent. The marks below on this page and on the last page of this form under the titles "Prospective Client Affirmation" are Signature Marks reflecting only the affirmation of these notices and compliance with these terms and not any intent for this document to form your Will or revoke any existing Will.
Closing or refreshing this Form before submitting it will result in responses being cleared.
This is a safety feature to protect your privacy and to preserve privilege.
Prospective Client Affirmation *
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