Tell us your estate planning needs

Please submit the following information so we can start customizing a unique estate plan that fits your needs!*

Name

First Name

Last Name

Phone Number

Spouse Name

First Name

Last Name

Children(s) & Grandchildren(s) Name

Include adopted and step children; please clarify parents' names; please provide age

First Name

Last Name

Please list any real estate you own

Please identify titled owners

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Do you have life insurance, burial insurance, etc.?

If yes, please provide details

Please provide any specific concerns, bequests, etc. we should. be aware of

Do you wish to be buried or cremeated?

Are you the beneficiary of someone else's existing estate plan?

If yes, please describe.

Do you have any interest in a company or business?

If yes, please describe.

Do you have an existing estate plan, power of attorney, living will, etc.?

If yes, plese describe.

NOTE: By submitting the information provided herein, Sager Law Firm does not consent to represent the submitter or any other client without express written consent from Katherine Myers Sager, Esq. and Sager Law Firm, P.A.

Estate planning, Trust, WillKaty SagerOctober 7, 2022Sager Law Firm PAestate planning, wills, trust, succession

katy@sagerlawfirm.com

Tell us your estate planning needs

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