| About You |
|
User Role
|
| |
administrator, staff, attorney
|
|
Status
|
| |
intake in process
|
|
Assigned
|
| |
Unassigned
|
|
Client ID
|
| |
27
|
| About You |
|
Your Name
|
| |
Anthony Thomas
|
|
Date of Birth
|
| |
07/16/2025
|
|
Your Address
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| |
456 Elm Dr.
Apt. #2
Anytown, California 92393
United States
Map It
|
|
Your Phone
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| |
(323) 555-1212
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|
Your Email Address
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| |
jhudak@gmail.com
|
|
Are you married?
|
| |
Yes
|
| About Your Spouse |
|
Spouse's Name
|
| |
Eliza Thomas
|
|
Spouse's Date of Birth
|
| |
07/17/2025
|
|
Client Info Notes
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| |
Notes for page 1
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| Real Estate |
|
Do you own real estate?
|
| |
No
|
| Retirement Accounts |
|
Do you have retirement accounts?
|
| |
No
|
| Investment Accounts / Liquid Assets |
|
Do you have investment accounts?
|
| |
No
|
| Insurance Policies & Annuities |
|
Do you have life insurance policies or annuities?
|
| |
No
|
| Your General Durable Power of Attorney |
|
Include General Durable Power of Attorney?
|
| |
No
|
|
Prepare GDPOA?
|
| |
No
|
| Spouse's General Durable Power of Attorney |
|
Include Spouse's General Durable Power of Attorney?
|
| |
No
|
|
Prepare Spouse's GDPOA?
|
| |
No
|
| Your Healthcare Power of Attorney |
|
Include Healthcare Power of Attorney?
|
| |
No
|
|
Prepare HCPOA?
|
| |
No
|
| Spouse's Healthcare Power of Attorney |
|
Include Spouse's Healthcare Power of Attorney?
|
| |
No
|
|
Prepare Spouse HCPOA?
|
| |
No
|
| Your Living Will / Declaration for Natural Death |
|
Would you like to include a Living Will?
|
| |
No
|
|
Prepare Living Will?
|
| |
No
|
| Spouse’s Living Will |
|
Include Spouse's Living Will?
|
| |
No
|
|
Prepare Spouse Living Will?
|
| |
No
|
| Your Last Will and Testament |
|
Would you like to include your Last Will & Testament?
|
| |
No
|
|
Prepare Last Will & Testament
|
| |
No
|
| Spouse's Last Will and Testament |
|
Would you like to include spouse's Last Will & Testament?
|
| |
No
|
| Trusts |
|
Would you like to include a Trust?
|
| |
No
|
|
Would you like to include a spouse Trust as well?
|
| |
No
|
| Ladybird Deed |
|
Would you like to include a Ladybird Deed?
|
| |
No
|
