Welcome to Mayhone Elder Law PLLC
Thank you for visiting our Digital Intake.

Have you met with another attorney? *
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Yes
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No
Applicant Information
Are you filling this out for yourself or for your loved one? *
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For a Loved One
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For Myself
Do you have any Physical or Mental disabilities? *
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Yes
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No
Are you/the applicant currently in a rehab, hospital or nursing home?
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Yes
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No
Does the client have a Power of Attorney?
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Yes
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No
Intake
Is the client Institutionalized? *
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Yes
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No
Are you/the applicant a veteran? *
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Yes
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No
Do you/the applicant have any estate planning documents (Will, POAs, Trusts)?
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Yes
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No
Do you/the applicant have any children?
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Yes
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No
Information
Applicant Information
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Is the applicant married? *
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Yes
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No
Suffix(optional)
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Jr
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Sr
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II
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III
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Other
What are your personal pronouns?
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he/him
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she/her
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they/them
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Is Your mailing address the same as your home address? *
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Yes
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No
Total Estate Size
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Real Estate
Do you/the applicant own a home?
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Yes
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No
Assets Information
Does the client own Non-retirement accounts such as investment/ annuities /stocks/ bonds/ mutual funds? *
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Yes
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No
Does the client have Businesses? *
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Yes
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No
Does the client own Cash/Saving/CD's Accounts? *
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Yes
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No
Does the client own Retirement Accounts? *
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Yes
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No
Does the client own personal property? *
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Yes
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No
Assets Information Continued
Do you/the applicant own any investment or non-retirement accounts? *
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Yes
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No
Do you/the applicant own a business? *
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Yes
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No
Do you/the applicant own any life insurance policies? *
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Yes
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No
Do you work with a financial advisor? *
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Yes
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No
Do you have any additional information to share or comments that would be helpful to know about your assets? *
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Yes
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No
Monthly Income
Please add your/the applicant’s income information for any applicable sources.

Currently Employed?
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Yes
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No

Is your spouse currently Employed?
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Yes
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No
Additional Information

Referral Information
How did you learn about Beacon Legacy Group?
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Welcome to Mayhone Elder Law PLLC Applicant Information Intake Information Total Estate Size Real Estate Assets Information Assets Information Continued Monthly Income Additional Information Referral Information Submission Screen