Existing clients - please fill out the below form before our first in-person meeting. We can't wait to get started!

Basic Information

Full Legal Name

Email Address

Any previous names, including maiden names

Nicknames

Social Security Number

Birthdate

YYYY

Home Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

U.S. Citizen?

Yes

Spouse Information (if applicable)

Spouse or Partner’s full name (if applicable)

Any previous names, including maiden names

Spouse's Nicknames

Spouse's Birthdate

YYYY

Spouse's Social Security Number

Spouse's Home Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Spouse's Cell Phone Number

(###)

###

####

Spouse's Email Address

US Citizen? (Spouse_

Yes

Marriages

Date of Marriage

YYYY

City

State

County

Prenuptial or Postnuptial Agreement?

Do you have any prior marriages?

Yes

If yes, former spouse’s name

First Name

Last Name

Date of Divorce or Death

YYYY

Additional former spouse’s name

First Name

Last Name

Date of divorce or death

YYYY

Additional former spouse’s name

First Name

Last Name

Date of divorce or death

YYYY

Children

Child 1

Child 1: Full Legal Name

First Name

Last Name

Child 1: Any previous names, including maiden names

Child 1: Nicknames

Child 1: Birthdate

YYYY

Child 1: Social Security Number

Child 1: Home Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Child 1: Cell Phone Number

(###)

###

####

Child 1: Adopted?

Child 1: Deceased?

Child 1: From prior marriage?

Yes

Child 2

Child 2: Full legal name

First Name

Last Name

Child 2: Any previous names, including maiden names?

Child 2: Nicknames?

Child 2: Birthdate

YYYY

Child 2: Social Security Number

Child 2: Home Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Child 2: Cell Phone Number

(###)

###

####

Child 2: Adopted?

Child 2: Deceased?

Child 2: From Prior Marriage?

Note that completion of this form does not create an attorney client relationship with Bequest or with attorney Kristen Rajagopal.

Name

First Name

Last Name

Email Address

Message

Is there anything you think we should know?

Phone

(###)

###

####

Note that completion of this form does not create an attorney client relationship with Bequest or with attorney Kristen Rajagopal.