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Client: Anthony Thomas

Client Information

Ready for Consult
Address

Apt. #2 Anytown California United States

Phone

(323) 555-1212

Spouse

Eliza Thomas

Email

jhudak@gmail.com

Birthdate

2025-07-16

Estimated Value

$1,150,000

Consult Notes

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FieldAnswer
Client Info NotesNotes for page 1
Children and Heirs Notes
Asset Notes
Prepare GDPOA?No
Prepare Spouse's GDPOA?No
Prepare HCPOA?No
Prepare Spouse HCPOA?No
Prepare Living Will?No
Prepare Spouse Living Will?No
Prepare Last Will & TestamentNo
Prepare Trust?
Underage Sub-Trust Distributions
Include Ladybird Deed?
Final Review Completed & Documents Ready for Drafting?
Final Notes or Special Instructions

Fee Schedule

  • Information for Tax Professionals - Included

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Pending Documents

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  • Information for Tax Professionals
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