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Clarity Legal Group

Estate Planning Information Center

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WhoWe Are
WhatWe Do
WhyWe Do It
- Peace Of Mind
Resources

Legacy Wealth Planning Consultation Form

Date of Consultation*
MM slash DD slash YYYY
Date of Birth*
MM slash DD slash YYYY
Status*
- Married
- Single
- Domestic Partner
Client 1's First Name*
Client 1's Middle Name
Client 1's Last Name*
Veteran **
- Yes
- No
U.S. Citizen **
- Yes
- No
1st Marriage *:*
- Yes
- No
Client 2’s First Name
Client 2's Middle Name
Client 2's Last Name
Date of Birth
MM slash DD slash YYYY
Veteran **
- Yes
- No
U.S. Citizen **
- Yes
- No
1st Marriage *:*
- Yes
- No
Street address line 1*
Street address line 2
Physical address city*
Physical address state/province*
State
County*
Physical address zip/postal code*
Phone 1 number*
Cell Phone:
Client 2's Cell Phone
Email Address*
Client 2’s Email Address
Child's Full Name Gender Date of Birth Parent(s) Married (Y/N) Number of Grand Children
Children's data
Child's Full Name Gender Date of Birth Parent(s) Married (Y/N) Number of Grand Children
I have concerns about a Special Needs family member:*
- Yes
- No
My estate has the following assets:*
- IRA/Retirement Plans
- Business/Partnerships
- Stocks, Bonds, Mutual Funds
- Life Insurance
- Certificates of Deposit
- In state real estate
- Out of state real estate
Approximate gross value of my entire estate
Please check one of the following boxes:*
- I am ready to proceed with the creation of my plan.
- My loved one is already in a nursing home, I am ready to proceed with a plan.
- I am not interested in creating a plan at this time. I’m here for general information only.
- I need the following questions answered before I am ready to proceed with the creation of my plan:
List
What Really Matters to Me
Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)
Make sure there’s a written plan to handle my affairs*
Please enter a number from 1 to 10.
I want to avoid Living Probate and/or Death Probate*
Please enter a number from 1 to 10.
Make sure Nursing Home costs don’t use up all my assets*
Please enter a number from 1 to 10.
Make sure my wishes are honored regarding life support decisions*
Please enter a number from 1 to 10.
I want to minimize all Death Taxes*
Please enter a number from 1 to 10.
After my death, make sure my estate stays with my children if they get divorced*
Please enter a number from 1 to 10.
Protect my life insurance from Death Taxes*
Please enter a number from 1 to 10.
Protect my estate if Client 2 gets remarried after my death*
Please enter a number from 1 to 10.
After my death, protect my estate from my children’s creditors*
Please enter a number from 1 to 10.
Protecting my special needs child after my death*
Please enter a number from 1 to 10.
Funeral planning for my final arrangements and to make it easier for my family*
Please enter a number from 1 to 10.
Permission to Contact
I authorize the law firm to occasionally mail, fax or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.
Please contact me using the following method:
Signature
Client 2's Signature
Agreement
- I agree to receive texts at the number provided from Clarity Legal Group. Frequency may vary and include information on appointments, events, and other marketing messages. Message/data rates may apply. To opt-out, text STOP at any time.
CAPTCHA

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Clarity Legal Group is conveniently located in the heart of the Triangle, based in Chapel Hill and proudly serving the state of North Carolina including Durham, Cary, Apex, Pittsboro, Hillsborough, Holly Springs, and Raleigh.

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Fill out the form below to access to the worksheets and checklists discussed in The Ultimate Caregiver Guide! After submitting this form, you can clic

FIRST NAME*
LAST NAME*
EMAIL*
ADDRESS
ADDRESS 2
CITY
STATE
ZIP CODE
Cell Phone Number
Agreement
- I agree to receive texts at the number provided from Clarity Legal Group. Frequency may vary and include information on appointments, events, and other marketing messages. Message/data rates may apply. To opt-out, text STOP at any time.
Email
This field is for validation purposes and should be left unchanged.

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