Client Intake - Dallas Estate Planning & Probate

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Relationship Status

If you are married, your spouse will be automatically selected as your primary agent throughout this interview. Please know that you are not required to have your spouse as your primary agent and you may choose to have another individual act as your primary helper.

Are you married?(Required)

Yes

Date of Marriage(Required)

Relationship Status

Date of Partnership

Relationship Status – About You

Your full legal name is required for your estate planning documents. This would be the name you are referred to on your driver’s license, social security card, passport or other federal government ID. Do not forget to add your full middle name if you have one. If your driver’s license, social security card, passport, or other forms of identification do not match, use the full name indicated on your driver’s license and list the other names in the “also known as” field.

Warning: The estate tax rules vary significantly for non-U.S. citizens based on a number of factors including residency, where you are domiciled, and where your assets are located. You may continue with this online estate planning tool, but you should contact our office for more comprehensive planning and a review of your tax status. Please call our office at 724-256-8850 for a Free Needs Assessment.’

Legal First Name(Required)

Legal Middle Name

Legal Last Name(Required)

Address

City

County

State

Zip

Phone(Required)

Gender(Required)

Select Name Suffix

Email(Required)

Preferred Name/Nick Name

Birth Date

Previously Married

Yes

Spouse/Life Partner Information

Spouse Legal First Name

Spouse Legal Middle Name

Legal Last Name

Phone Number

Gender

Select Name Suffix

Relationship

Preferred Name/Nick Name

Birth Date

Previously Married

Yes

Children’s Information

Please provide the full legal name, date of birth, and parental status for each child and step-child. Please remember, if you are married, this estate planning tool will leave your estate to your spouse. This division of property will only happen if your spouse predeceases you. Your Last Will and Testament will distribute assets in your estate at the time of your death. Any assets that have named beneficiaries will follow those instructions rather than your Last Will and Testament. It is important to consider both types of assets when deciding how your estate will be divided. If you do not intend to leave everything to your spouse first and then your children, you will need additional planning beyond the scope of this online estate planning tool, and we recommend you call our office at (877)-218-7101 for a free Needs Assessment call.

How many children do you and/or your spouse/partner have?

Child 1

Date of Birth

Parents of Child

Phone Number

Address

Child 2

Date of Birth

Parents of Child

Phone Number

Address

Child 3

Date of Birth

Parents of Child

Phone Number

Address

Child 4

Date of Birth

Parents of Child

Phone Number

Address

Child 5

Date of Birth

Parents of Child

Phone Number

Address

Child 6

Date of Birth

Parents of Child

Phone Number

Address

Child 7

Date of Birth

Parents of Child

Phone Number

Address

Child 8

Date of Birth

Parents of Child

Phone Number

Address

Child 9

Date of Birth

Parents of Child

Phone Number

Address

Child 10

Date of Birth

Parents of Child

Phone Number

Address

Relationship Status

Relationship Status – About You

Spouse/Life Partner Information

Additional Info

Children’s Information

Financial Information

Additional Information

How were you referred to Sharpe Law Group?

Congratulations! You have completed your online estate plan intake!

Please review your responses. Once you feel that your interview is complete, then click the ‘Submit’ button to submit your intake to us.

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