Skip to content
Home
Forms
LLC Questionnaire
General Questionnaire
About
Our Team
Testimonials
FAQ
Areas of Practice
Estate Planning
Business Services
Probate
Guardianships
Blog
Payment
Request A Consultation
Outside Resources
Home
Forms
LLC Questionnaire
General Questionnaire
About
Our Team
Testimonials
FAQ
Areas of Practice
Estate Planning
Business Services
Probate
Guardianships
Blog
Payment
Request A Consultation
Outside Resources
Atrium Legal Group Questionnaire
General Questionnaire
"
*
" indicates required fields
What main topic do you want to discuss during your 45-min Consultation?
*
Trust
Will
Small Business Formation
Contract Review
Other
About You
Name (First, Middle, and Last)
*
Male or Female?
*
Male
Female
Address
*
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
County of Residence
Phone Number
*
Email*
How did you hear about us?
*
Friend
Google
Facebook
Chamber of Commerce
Other
If "Other", please specify
*
Married (yes) or (no)?
*
Yes
No
Spouse Name (First, Middle and Last)
Do you have Children (yes) or (no)?
*
Yes
No
List All Children (First, Middle and Last)
*
Do you have a Financial Advisor (yes) or (no)?
*
Yes
No
Name of Financial Advisor
*
Do you own a Rental Property
*
Yes
No
If "Yes" please list location
Do you own an Oil and Gas Lease, or Mineral Rights
*
Yes
No
If "Yes" please list location
Do you own a Time Share
*
Yes
No
If "Yes" please list location
Executor
An adult individual or financial institution that is appointed to administer your estate upon your death. The executor will file the application for probate with the court, prepare an inventory of the estate assets, pay all debts and taxes and distribute the property to the beneficiaries of your estate.
For Spouse A
Primary Designation
Name
(First, Middle and Last)
Address
Phone
Secondary Designation
Name
(First, Middle and Last)
Address
Phone
For Spouse B
Primary Designation
Name
(First, Middle, and Last)
Address
Phone
Secondary Designation
Name
(First, Middle and Last)
Address
Phone
General Durable Power of Attorney
This Power of Attorney is designed to allow a person or persons you designate to manage your financial affairs should you become mentally unable to do so. These powers allow the agent to act on your behalf, but they are limited to actions you would normally perform like pay bills or make small gifts.
For Spouse A
Primary Designation
Name
(First, Middle, and Last)
Address
Phone
Secondary Designation
Name
(First, Middle, and Last)
Address
Phone
For Spouse B
Primary Designation
Name
(First, Middle, and Last)
Address
Phone
Secondary Designation
Name
(First, Middle, and Last)
Address
Phone
General Medical Power of Attorney
This Power of Attorney is designed to allow a person or persons, you designate, to make medical decisions for your care, should you become mentally unable to do so. These powers allow the agent to authorize surgery, medication, or other treatments with medical providers and other care-givers.
For Spouse A
Primary Designation
Name
(First, Middle, and Last)
Address
Phone
Secondary Designation
Name
(First, Middle, and Last)
Address
Phone
For Spouse B
Primary Designation
Name
(First, Middle, and Last)
Address
Phone
Secondary Designation
Name
(First, Middle, and Last)
Address
Phone
Distribution
How would you like your assets to be distributed?
