Initial Meeting Form - Estate Planning

CLIENT
Client Legal Name*
First Middle Last
Date of Birth
MM slash DD slash YYYY
Client Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Mailing Address Same as Physical Address?
- Yes
- No
Client Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Phone
Client Cellular
Client Email*
Client Employer
Client Position
Client Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Client Employer Phone
Client Employer Fax
Client Employer Accountant
Client Employer Financial Advisor
Spouse
Do you need to input information for a spouse?
- Yes
- No
Spouse Legal Name
First Middle Last
Date of Birth
MM slash DD slash YYYY
Spouse Physical Address Same As Client Physical Address?
- Yes
- No
Spouse Physical Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Spouse Mailing Address Same as Physical Address?
- Yes
- No
Spouse Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Spouse Phone
Spouse Cellular
Spouse Email*
Spouse Employer
Spouse Position
Spouse Employer Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Spouse Employer Accountant
Spouse Employer Financial Advisor
EXISTING DOCUMENTS
Trust?
- Yes
- No
File
Drop files here or

Max. file size: 32 MB, Max. files: 2.
Wills?
- Yes
- No
File
Drop files here or

Max. file size: 32 MB, Max. files: 2.
Power of Attorneys?
- Yes
- No
File
Drop files here or

Max. file size: 32 MB, Max. files: 2.
Health Care Power of Attorneys?
- Yes
- No
File
Drop files here or

Max. file size: 32 MB, Max. files: 2.
Additional Documents?
- Yes
- No
File
Drop files here or

Max. file size: 32 MB, Max. files: 2.
BILLING INFORMATION
Name of person or company who should receive bill
- Client
- Spouse
- Other
Email of person who should receive bill*
Billable Name
First Last
Billing Address
- Client Physical Address
- Client Mailing Address
- Spouse Physical Address
- Spouse Mailing Address
- Other
Billing Address (Other)
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Billing Phone
Invoicing Options:
- By choosing this option and submitting this form, you are acknowledging that you would like to have your invoices sent via electronic means (e-mail), and that the e-mail you have filled in is void of errors and actively monitored by you and/or the person receiving your invoice.
- By choosing this option and submitting this form, you are acknowledging that you would like to have your invoices sent via physical mail to the listed mailing address, and that this address is void of errors.
Referral Information
Who may I thank for this referral?

Dana M. Kyle has over 25 years’ experience in estate planning, business and real estate law and helping individual clients meet their estate and business planning needs. Guiding families through trust and estate administration for estates ranging f… Read More

Jul

Beneficial Ownership Information Reporting

July 16th, 2024

A piece of federal legislation called the Corporate Transparency Act (CTA) went into effect on January 1, 2024. This law is intended to prevent illegal activity such as tax fraud, money laundering, and other financial crimes. The CTA aims to achieve… Read More

The Law Offices of Dana M. Kyle, P.A.

318 W. Organ Ave.

Las Cruces, New Mexico 88005

Phone: 575-525-0020

Fax: 575-525-0017

Initial Meeting Form - Estate Planning

CLIENT

Spouse

EXISTING DOCUMENTS

BILLING INFORMATION

Referral Information

Practice Areas

Ways To Contact Us

Dana M. Kyle

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