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General Questionnaire
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About
Our Team
Testimonials
FAQ
Areas of Practice
Estate Planning
Business Services
Probate
Guardianships
Blog
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Request A Consultation
Outside Resources
Atrium Legal Group Questionnaire
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*
" indicates required fields
What main topic do you want to discuss during your 45-min Consultation?
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Trust
Will
Small Business Formation
Contract Review
Other
Name (First, Middle and Last)
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Address
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Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
County of Residence
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)
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Phone Number
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Email*
Do You have a Financial Advisor (yes) or (no)? If no then skip “Financial Advisor” and list N/A *
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Yes
No
Name of Financial Advisor
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Do you own a Rental Property
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Yes
No
If "Yes" please list location or if "No" list N/A
Do you own an Oil and Gas Lease, or Mineral Rights
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Yes
No
If "Yes" please list location or if "No" list N/A
Do you own a Time Share
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Yes
No
If "Yes" please list location or if "No" list N/A
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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.
Spouse A’s Primary Designation
Name (First, Middle and Last) Address Phone Number
Spouse A’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Primary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
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.
Spouse A’s Primary Designation
Name (First, Middle and Last) Address Phone Number
Spouse A’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Primary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
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.
Spouse A’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
Spouse A’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Primary Designation
Name (First, Middle and Last) Address Phone Number
Spouse B’s Secondary Designation
Name (First, Middle and Last) Address Phone Number
Distribution
How would you like your assets to be distributed?
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