Phase 1: Initial Client Meeting

Your Contact Information:

⚠️ Please use the same information you entered at checkout/intake form so we can match your files correctly to your profile in our system.

Full Name *

Email *

Phone *

Instructions for Document Submission:

Please use this form to upload the documents required for your estate planning case.

If you already have the document: Upload it here to help us move your case along faster.
If you don’t have it yet: That’s okay—leave it blank and our team will provide templates and help you complete it.
If you’re unsure about a document: Skip it for now. We’ll review and let you know what’s needed.

Upload your documents in the fields below:

(PDF format preferred)

Asset List:

PDF, DOCX, DOC, XLSX, XLS, CSV, PNG, JPEG or JPG ( max 10 Files )

Family Information Sheet:

PDF, JPEG, JPG, DOCX, DOC or PNG ( max 10 Files )

Do you need help with the required document(s) above? *

⚠️ Note: Submitting what you have now helps us start the process more quickly, and we’ll work with you to gather the rest.