Private client intake
Estate Planning Qualification Review
A structured intake modeled on our discovery process — family dynamics, balance sheet, entities, existing documents, timing, and fee preferences. It takes about six minutes and gives our advisors everything needed to prepare your strategy consultation.
Discovery
Goals, family, business interests, legacy vision.
Strategy
Trusts, entities, and investment structures matched to you.
Implementation
Documents, filings, and ongoing plan review.
This intake is general information only and is not legal advice. Submitting it does not create an attorney–client relationship; that relationship is formed only when we accept your matter and you sign a written engagement or retainer agreement. Interest-free in-house installment plans (50% at signing, then six monthly payments of 10%) are offered at our discretion for qualifying matters.