Please complete this initial intake form ahead of your scheduled call to get things started. We will start a file in our office and send a service contract after we gather more details. Once the service contract is signed and payment is made, we can move forward with your paperwork. If there are documents associated with this request, please upload them to our secure portal.

Should further guidance or legal advice become necessary, we can provide a referral to an attorney or CPA to further assist with your needs. Otherwise, please don't hesitate to contact our office if you have any general questions.

We look forward to working with you!

DISCLAIMER: Our Legal Document Assistants (LDAs) are not attorneys or accountants. We do not offer legal or tax advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer's behalf. We are bonded, insured, and registered to provide self-directed services to clients who want to get their estate planning completed. If the need arises, we will recommend that you speak with a lawyer from our network.

PRIVACY POLICY: All information received from a client is strictly confidential and is required on this questionnaire for the sole purpose of the preparation of documents. Our office takes every step possible to protect your privacy. The data submitted via this form and on our portal is encrypted and secured using AES-256 encryption, which is the most secure encryption algorithm available today. This level of encryption is used extensively in government and military applications, as well as by businesses operating in highly regulated industries. It would only become privy to a third party if it is subpoenaed.