Estate Planning Intake Questionnaire

Jacobs Counsel LLC | Licensed in NY, NJ & OH | jacobscounsellaw.com

CONFIDENTIAL. Protected by attorney-client privilege.

Complete the sections below and submit when you are done. Estimates are fine where exact numbers are not available. Sections marked Optional can be skipped. If you are unsure about anything, leave it blank and add a note. We will walk through everything together on your follow-up call.

A note for married couples

Estate planning is personal to each spouse. Each of you will have your own documents. Most married couples leave everything to each other first, then to surviving children in equal shares, but this is entirely up to you and we will tailor your plan to your wishes.

Are you planning as a couple (spouse or partner)?

Your progress saves automatically on this device.

Step 1 of 14: Personal Information7%

Client 1 (You)

Full Legal Name*

Date of Birth

Citizenship

Home Address

Phone Number*

Email Address*

Employer / Occupation

For your security, we collect Social Security Numbers later through a secure channel — never through this form.