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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Suffix (optional)
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Jr
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Sr
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III
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Other
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About You
Your full legal name is required for your estate planning documents. 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.
Your Information

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

Estate Planning Objectives
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Personal & Financial Details
It is our belief that everyone should have an estate plan. However, estate plans are not “one size fits all”. This Online Estate Planning experience is only for very basic (i.e. a married person who wants to leave all their assets to their spouse then children or a single person who wants to leave all their assets to their children). This pre-screener will help you to know if this is right for you.
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
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.
Do you currently own any real estate?
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Yes
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No
Do you have any bank or investment accounts (other than retirement accounts) such as a checking, savings, money market, or brokerage account?
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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
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.
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
Liabilities
Do you have any debts not listed previously? (Student loan, Credit Card, Personal Loan, unpaid tax liabilities, charitable pledges) *
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Yes
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No
Please select "Do you have any debts not listed previously? (Student loan, Credit Card, Personal Loan, unpaid tax liabilities, charitable pledges)".

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

Income
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.

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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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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 Submit