Welcome To PRINCE LEGAL
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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II
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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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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)

Submit
Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake.
Preview Answer
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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Welcome To PRINCE LEGAL About You Estate Planning Objectives Your Family Details General Information Assets: Property, Accounts, and Retirement Assets: Insurance and Business Interests Liabilities Submit Income