Welcome To KMS Law Offices
Thank you for beginning your Confidential Estate Planning intake. Please complete the form below to help us understand your needs and better assist you. Your information is secure and will be handled with the utmost confidentiality.

This questionnaire takes approximately 15–20 minutes to complete. You may save your progress and return at any time.

Upon completion our firm will contact you with the next steps.

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About You
Your Information

Are you married? *
Please select a gender.
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Yes
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No
Gender
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Male
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Female

Estate Planning Objectives
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Personal & Financial Details
Are you a non-US citizen? *
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Yes
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No
Have you ever lived in a Community Property State? (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington and Wisconsin) *
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Yes
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No
Are you subject to any Support Obligations? *
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Yes
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No
Do you have an adopted child or descendant? *
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Yes
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No
Do you have a family member with special needs or disability? *
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Yes
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No
Do you have a family member coping with addiction? *
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Yes
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No
Do you hold interest in a copyright or patent? *
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Yes
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No
Do you hold any mineral rights (Oil, Gas, other)? *
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Yes
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No
Are significant assets held digitally (Bitcoin, PayPal, etc.)? *
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Yes
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No
Does anyone owe you money? *
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Yes
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No
Are you a veteran? *
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Yes
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No
Do you now, or expect to, receive a pension? *
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Yes
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No
Have you ever filed a Gift Tax Return? *
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Yes
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No
Do you own Collectables that would be part of your estate plan? *
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Yes
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No
Are you presently receiving funds from an estate or trust? *
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Yes
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No
Your Family Details

General Information
Do you have a present Will and/or Trust Agreement?
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Yes
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No
Do you have a Safe Deposit Box?
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Yes
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No
Do you have specific burial instructions?
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Yes
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No
Do you have a Cemetery Plot?
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Yes
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No

Assets: Property, Accounts, and Retirement
Do you currently own any real estate property?
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Yes
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No
Do you have any bank or investment accounts, such as checking, savings, money market, or brokerage accounts?
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Yes
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No
Do you have any retirement accounts, such as an IRA, Roth IRA, 401(k), or 403(b)?
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Yes
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No
Assets: Insurance and Business Interests
Do you currently have a life insurance policy?
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Yes
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No
Do you own all or part of a closely held business?
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Yes
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No
Liabilities
Do you have any debts not listed previously? (Student loan, Credit Card, Personal Loan, unpaid tax liabilities, charitable pledges) *
Please select a gender.
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Yes
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No

(Student loan, Credit Card, Personal Loan, unpaid tax liabilities, charitable pledges)

Income

Submission Screen
Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake."
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Your Progress

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Welcome To KMS Law Offices About You Estate Planning Objectives Personal & Financial Details Your Family Details General Information Assets: Property, Accounts, and Retirement Assets: Insurance and Business Interests Liabilities Income Submission Screen