iLEAD LAW GROUP
艾利德律师事务所
(718) 939-9000 [email protected]
Manhattan: 99 Park Ave, Ste 830, New York, NY 10016  |  Queens: 136-20 38th Ave, Ste 9J, Flushing, NY 11354  |  NJ: 560 Sylvan Ave, Ste 3160, Englewood Cliffs, NJ 07632
Estate Planning Information Gathering Form
Please complete all applicable sections. All information will be kept strictly confidential.
I. Personal Information
Full Legal Name:
Date of Birth:
Last 4 of SSN:
Address:
City:
State:
ZIP:
Phone:
Email:
Citizenship:
Marital Status:
II. Spouse Information
Full Legal Name:
Date of Birth:
Last 4 of SSN:
Address:
City:
State:
ZIP:
Phone:
Email:
Citizenship:
Marital Status:
III. Family Members
Full Name Relationship Date of Birth Special Needs (Y/N) Notes
 
 
 
 
 
 
IV. Current Legal Documents

Please indicate which of the following documents you currently have:

Last Will and Testament
Date Executed:
Prepared by Attorney:
Revocable / Irrevocable Trust
Date Executed:
Prepared by Attorney:
Power of Attorney
Date Executed:
Prepared by Attorney:
Healthcare Proxy / Living Will
Date Executed:
Prepared by Attorney:
Beneficiary Designations (retirement accounts, life insurance, etc.)
Date Last Reviewed:
Prepared by Attorney:
V. Planning Goals

Please check all that apply:

Minimize estate taxes
Avoid probate
Asset protection
Charitable giving
Business succession planning
Special needs planning
Other: ___________________________
VI. Special Concerns or Additional Information

Please describe any special concerns, family dynamics, or other information relevant to your estate plan:

I certify that the information provided above is true and accurate to the best of my knowledge.

Signature
Printed Name
Date
CONFIDENTIALITY NOTICE: This form contains privileged and confidential information intended solely for the use of iLEAD LAW GROUP. Completion of this form does not create an attorney-client relationship. This form is for informational purposes only and does not constitute legal advice. Please bring this completed form to your consultation appointment.