EA Intake - Law Office of Glenn A. Deig

Intake for asset protection consultation

What is the date of your appointment?
MM slash DD slash YYYY
What time is your appointment?

: Hours

Minutes

AM/PM
Name of the Person Completing this Form*
Full Legal Name of Deceased*
Date of Death
Month
Day
Year
Date of Birth
Month
Day
Year
Social Security Number
County in Which Death Occurred
Last Known Address of Decedent
Street Address Address Line 2 City State ZIP Code
Did the Deceased have a Will and/or Trust?
- Last Will & Testament
- Trust
- Both
- Neither
- I don’t know
Please list all natural or adopted children of deceased, note if child is deceased, and include their address and contact information if known:
Who will be attending this meeting?
Please list everyone who plans on attending this meeting (include relationship to deceased). Each person will need to complete a basic intake form. A link to that form will be provided after this form is submitted.
Anything else?
If there is something that you’d like for us to know prior to your appointment, feel free to mention that in the space provided below.
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