Estate Planning Client Intake (Demo)

Select Your Package

Choose the option that best fits your situation. We can discuss in detail at your consultation.

Individual

Will Package

Simple Will
Financial Power of Attorney
Healthcare Power of Attorney
Living Will / Advance Directive

Couple

Will Package

Simple Will (×2)
Financial Power of Attorney (×2)
Healthcare Power of Attorney (×2)
Living Will / Advance Directive (×2)

Individual

Trust Package

Revocable Living Trust
Pour-Over Will
Financial Power of Attorney
Healthcare Power of Attorney
Living Will / Advance Directive

Couple

Trust Package

Revocable Living Trust
Pour-Over Will (×2)
Financial Power of Attorney (×2)
Healthcare Power of Attorney (×2)
Living Will / Advance Directive (×2)

Step 1 of 8

Client Information

Personal information needed to prepare your documents.

Client

First Name *

Middle Name

Last Name *

Date of Birth *

Social Security NumberRequired to prepare documents. Collected securely by phone if preferred — leave blank.

Phone *

Email *

Street Address *

City *

State *

ZIP *

Occupation

U.S. Citizen?

Prior Marriage?

Children from Prior Relationship?

Prior Spouse Name(s) and Details

Spouse / Second Client

First Name *

Middle Name

Last Name *

Date of Birth *

Social Security NumberLeave blank if preferred — will collect by phone.

Phone

Email

Occupation

U.S. Citizen?

Prior Marriage?

Children from Prior Relationship?

Prior Spouse Name(s) and Details

Marriage Information

Date of Marriage

Location of Marriage

Step 2 of 8

Executor / Personal Representative

The person who will administer your estate after your death and carry out the instructions in your will.

Who to chooseA trusted adult — often a spouse, adult child, or close friend — who is organized, reliable, and willing to serve. They do not need legal expertise.

Primary Executor

Full Name *

Relationship to Client

Phone

Email

Address

Backup Executor

Full Name

Relationship to Client

Phone

Email

Address

Spouse's Primary Executor

NoteFor couples, spouses typically name each other as primary executor. If that is the case, just note "Same as above" or enter the spouse's name.

Full Name

Relationship

Phone

Email

Spouse's Backup Executor

Full Name

Relationship

Phone

Email

Step 3 of 8

Powers of Attorney — Agents

Your agents act on your behalf if you become incapacitated. You may name the same person for both financial and healthcare decisions, or different people.

Client — Financial Agent (Primary)

Financial AgentManages your bank accounts, bills, real estate, and other financial affairs if you cannot.

Full Name *

Relationship

Phone

Address

Client — Financial Agent (Backup)

Full Name

Relationship

Phone

Address

Client — Healthcare Agent (Primary)

Healthcare AgentMakes medical decisions on your behalf if you are unable to communicate your wishes.

Same as Financial Agent?

Full Name

Relationship

Phone

Address

Client — Healthcare Agent (Backup)

Full Name

Relationship

Phone

Address

Spouse — Financial Agent (Primary)

Full Name

Relationship

Phone

Address

Spouse — Financial Agent (Backup)

Full Name

Relationship

Phone

Address

Spouse — Healthcare Agent (Primary)

Same as Spouse's Financial Agent?

Full Name

Relationship

Phone

Address

Spouse — Healthcare Agent (Backup)

Full Name

Relationship

Phone

Address

Step 4 of 8

Trustee

The trustee manages the assets held in your trust. For a revocable living trust, you typically serve as your own trustee during your lifetime.

Who serves as trusteeFor a revocable living trust, you (and your spouse, if applicable) serve as co-trustees during your lifetimes. The successor trustee steps in if you become incapacitated or upon your death.

Successor Trustee (Primary)

Full Name

Relationship

Phone

Address

Successor Trustee (Backup)

Full Name

Relationship

Phone

Address

Trust Name

Preferred Trust NameLeave blank and I will use a standard format based on your name(s).

Will Package SelectedA trustee is not required for a will package. Click Continue to proceed.

Step 5 of 8

Beneficiaries

Who receives your estate? List primary beneficiaries first, then contingent (backup) beneficiaries.

Primary vs. ContingentPrimary beneficiaries receive your estate first. Contingent beneficiaries receive assets only if all primary beneficiaries predecease you.

Minor Children

I have minor children (under 18)

If you have minor children, your will should name a guardian. We will cover that on the next step. For beneficiary purposes, assets left to minor children are typically held in trust until a specified age.

Age at Which Minor Children Receive Inheritance

Primary Beneficiaries

TipYou may leave everything to one person (e.g., "my spouse") or divide among multiple people by percentage. Percentages must total 100%.

Contingent Beneficiaries

Specific Bequests

Any specific items or amounts to leave to particular people?

Step 6 of 8

Property & Assets

This helps me understand your estate and ensure your documents are structured correctly.

Real Property

I own real property (home, land, rental property, etc.)

Financial Accounts

Types of accounts you have (check all that apply)

Checking Savings IRA / Roth IRA 401(k) / 403(b) Brokerage / Investment Pension Life Insurance Cryptocurrency / Digital Assets

Do your existing accounts have beneficiary designations on file? Beneficiary designations on accounts override your will. We will review these.

Business Interests

I own or have an interest in a business

Business Name

Business Type

Does your business have a buy-sell agreement or succession plan?

Other Assets

Any other significant assets to note?

Approximate Gross Estate Value Optional. Helps determine whether any estate tax planning is needed.

Step 7 of 8

Additional Information

A few final questions to complete your intake.

Guardian for Minor Children

I have minor children and need to name a guardian

GuardianNames the person who will raise your minor children if both parents are deceased or unable to care for them. This is one of the most important decisions in your will.

Primary Guardian — Full Name

Relationship to Children

Primary Guardian — Phone

Primary Guardian — Address

Backup Guardian

Backup Guardian — Full Name

Relationship to Children

Backup Guardian — Phone

Backup Guardian — Address

Children to Be Named

List Minor Children (Name and Date of Birth)

Special Needs Dependents

I have a dependent with special needs

Leaving assets directly to a person with special needs can disqualify them from government benefits. A Special Needs Trust may be appropriate. We will discuss this at your consultation.

Name and Relationship of Special Needs Dependent

Existing Documents

Do you have any existing estate planning documents?

If yes — when were those documents prepared, and do you know what attorney prepared them?

Healthcare Directives

Life-Sustaining Treatment Preference This guides your living will / advance directive. We will review in detail at your appointment.

Organ Donation Preference

How Did You Find Me?

How did you hear about Bell Law Co.?

Anything Else

Is there anything else I should know before we meet?

Step 8 of 8

✓

Thank you!

Your intake form has been received.

Estate Planning Intake Form

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