New Estate Planning Intake 1Getting started2About you3About your partner4Children & family5Other key people6Your assets7Your goals8Review & submit EmailThis field is for validation purposes and should be left unchanged.Submitting this form does not create an attorney-client relationship. Please do not include Social Security numbers, account numbers, or passwords.Getting startedA few basics so we can route your plan correctly.Is this estate plan for you alone, or for you together with a spouse, partner, or friend?(Required) Just me Me and another person How would you describe your relationship?Married spousesDomestic partnersTwo unmarried friends / business partnersHow should we refer to the two of you in your documents?Husband and wifeSpousesPartnersFriendsBy first namesBy full namesThis is the first marriage for both of you Yes About youEnter your legal name exactly as it should appear on legal documents.First name(Required)Middle name (optional)Last name(Required)Preferred first name (if different)TitleMr.Ms.Mrs.Dr.SexMaleFemaleDate of Birth(Required) Month Day Year Email(Required) Contact & AddressMobile phone(Required)Home phone (optional)Work phone (optional)Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe A few more detailsU.S. citizen?YesNoAre you a licensed physician or other doctor?NoYesKnown by any other names?(maiden name, nickname used legally, etc.) About your partnerSame details, for the second person on this plan.First name(Required)Middle name (optional)Last name(Required)Preferred first name (if different)TitleMr.Ms.Mrs.Dr.SexMaleFemaleDate of Birth(Required) Month Day Year Email(Required) Contact & AddressMobile phone(Required)Home phone (optional)Work phone (optional)Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country AfghanistanÅland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCôte d'IvoireCroatiaCubaCuraçaoCyprusCzechiaDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRéunionRomaniaRussian FederationRwandaSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTürkiyeTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Minor Outlying IslandsUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabwe U.S. citizen?YesNoAre you a licensed physician or other doctor?NoYesKnown by any other names?(maiden name, nickname used legally, etc.) Children & familyInclude children from this relationship and from any prior marriage or relationship, living or deceased. Do you have any children (from this relationship or a prior one)? Yes No Full nameSexMaleFemaleAgeThis child is…Ours togetherMine, from a prior relationshipMy spouse/partner's from a prior relationshipStatusLivingDeceasedAddressOptionalMobile phoneName of this child's own children, if anyOptional Add a Child Remove Child ChildrenAdd up to 10 repeated fields.Full nameSexMaleFemaleAgeThis child is…Ours togetherMine, from a prior relationshipMy spouse/partner's from a prior relationshipStatusLivingDeceasedAddressOptionalMobile phoneName of this child's own children, if anyOptional Add a Child Remove Child Should children born or adopted in the future be automatically included in your plan? Yes No Is there any child you'd like to exclude or disinherit form this plan? Yes No Other key peopleBesides yourselves and your children, list anyone you’d like named as a trustee, executor / personal representative, beneficiary, guardian, conservator, or power-of-attorney agent.Full nameTypeMaleFemaleBank / Trust CompanyRelationship to youRelationship to your spouse/partnerRole(s) in your plan Trustee Executor / Personal Representative Beneficiary Guardian Conservator Power of Attorney Agent AddressOptionalMobile phone Add Person / Institution Remove Person / Institution Other key peopleAdd up to 10 repeated fields.Full nameTypeMaleFemaleBank / Trust CompanyRelationship to youRelationship to your spouse/partnerRole(s) in your plan Trustee Executor / Personal Representative Beneficiary Guardian Conservator Power of Attorney Agent AddressOptionalMobile phone Add Person / Institution Remove Person / Institution Your assetsCheck every category that applies to get us a general picture before your meeting. Approximate figures are fine — nothing here needs to be exact.Include a summary chart of my assets and values with my documents Include a summary chart of my assets and values with my documents Your assets Life insurance Retirement plans / IRAs Primary residence Other real estate Checking accounts Savings accounts Certificates of deposit Brokerage / investment accounts Loans made to others Business interests Motor vehicles Personal effects (jewelry, art, collectibles) Anticipated inheritance Other assets Life insurance – Client 1How many?Death benefit (face amount)Approximate valueDebt owed against itOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Life insurance – Client 2How many?Death benefit (face amount)Approximate valueDebt owed against itOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Retirement plans / IRAs – Client 1How many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyRetirement plans / IRAs – Client 2How many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyPrimary residenceApproximate valueDebt owed against itOwnershipJoin (50/50)Client 1's separate propertyClent 2's separate propertyComments(institution, beneficiary, account type, etc.)Other real estateHow many?Approximate valueDebt owed against itOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Checking accountsHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Savings accountsHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Certificates of depositHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Brokerage / investment accountsHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Loans made to othersHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Business InterestsHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Motor vehiclesHow many?Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Personal effects (jewelry, art, collectibles)Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Anticipated inheritanceAnticipated inheritance – Client 1Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Anticipated inheritance – Client 2Approximate valueOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Other assetsHow many?Approximate valueDebt owed against itOwnershipJoin (50/50)Client 1's separate propertyClient 2's separate propertyComments(institution, beneficiary, account type, etc.)Estimated net estate value(auto-totaled from what you enter above)Number Your goalsTell us in your own words what matters most.What would you like to discuss, and how would you like your estate distributed? Review & submitPlease look this over. You can go back to fix anything before sending it to our office.CAPTCHAI agree(Required) I understand this information will be used by WW Partners to prepare for my consultation, and that submitting it does not by itself create an attorney-client relationship. Δ
