Prospective Client - Estate Planning - Erlingson Banks Attorneys at Law

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Prospective Client – Estate Planning

Please complete the following form if you are interested in discussing estate planning options for you and your family.

Your Name(Required)

First Last

Your Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

We would love to chat with you. How can we get in touch?

Phone(Required)

Email Address(Required)

Preferred Method of Contact

If you are married, please provide your spouse's name

First Last

Do you have children?(Required)

Yes

No

If yes, are any of your children under the age of 24?

Yes

No

Generally, what type of assets do you own?(Required)

A home

Additional real estate

Checking/Savings Accounts

Investment/Brokerage Accounts

Stocks and/or Bonds

Retirement Accounts

A business(es)

Other

Roughly, how much are your assets worth?(Required)

This helps us better prepare for our initial consultation and plan for specific circumstances

Less than $500,000

$500,000 – $1 million

$1 million – $3 million

$3 million – $6 million

Greater than $6 million

Anything else you would like for us to know?

How did you hear about us?

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country