Estate Planning Intake Sheet Return to my portal. Url Welcome! The first step is for us to learn a little bit about you personally. First Name * Last Name * Email Address * Phone * Date of Birth * Preferred method of communication * Email Phone Mail No preference Street Address * City * State * - Select Province/State - Alberta British Columbia Manitoba New Brunswick Newfoundland and Labrador Nova Scotia Northwest Territories Nunavut Ontario Prince Edward Island Quebec Saskatchewan Yukon ==================== Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District Of Columbia Florida Georgia 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 Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming County * Zip * Are you married? * Yes No Separated but still married Do you have any children? * Yes No How did you hear about us? * Friend or family referral Referral from financial professional Internet search (like Google) Advertisement Other Additional comments/concerns Rate our intake system! Click "Submit Information" to finish! You can still return to previous pages to before you submit your information.