Gender and Preferred Pronouns

What is your occupation?

If retired, please provide your former occupation.

How Did You Hear About Luminate Legal, PLLC?

Referred by Friend/Relative

Name of Friend/Relative:

Referred by a Professional Advisor

Advisor's Name & Profession:

Internet Search or Social Media

Where?

Other

Please describe:

What prompted you to reach out about estate planning at this time?

I’d like to create an estate plan

Are there specific goals or concerns you want to address? Have you ever created an estate plan before (e.g., a will or trust)?

I'd like to update an existing plan or document

Are you updating a specific document or multiple documents? Which document(s)?

I'm seeking information about estate planning

Are you looking to speak with an attorney for general information or education, to discuss your specific situation, or something else? Please describe.

Relationships & Family

What best describes your current relationship status?

Select an option Single Married Cohabiting/Unmarried Partner Separated or Going Through Divorce Divorced Widowed Non-Traditional or Alternative

Many individuals have non-traditional, or other relationship and family structures. Please describe below any romantic partners, cohabiting companions, co-parents, chosen family, caregiving relationships, companions, or others you wish to include in your estate plan.

Are you currently married?

Please answer this question if you are currently married, separated, or in the process of divorce.

Yes

Spouse's Full Name: Spouse's DOB: Spouse's Occupation: Do you have a prenuptial or postnuptial agreement? Were either of your divorced in the past?

No

If cohabiting/unmarried partner, are you planning to create your estate plan together with your partner?

Please answer this question if you are in a committed, unmarried relationship—this may include a long-term partner, fiancé(e), chosen family, or close companion with whom you cohabitate. All others may select “No.”

Yes

Partner's Full Name: Partner's DOB: Partner's gender and preferred pronouns: Were either of you divorced in the past?

No

Do you have children?

Yes

How many and how old are they?

No

Do you or your spouse/partner (if applicable) have children from other relationships or marriages?

Yes

No

Do you have any other dependents?*

This may include parents, siblings, other relatives, friends, or someone else in your care.

Yes

No

Do you, your spouse/partner, any children, other dependents, or potential beneficiaries have special needs or receive government benefits?

Yes

No

Do you have any pets?

Yes

No

Real Estate

Do you own your home or primary residence?

This includes if you it by yourself, with a spouse or partner, or jointly with others.

Yes

No

Do you own any other real estate?

This can include vacation homes, rental or investment property, timeshares, land, or other types of property either by yourself, with a spouse or partner, or jointly with others.

Yes

No

Do you own real estate located outside the United States, either by yourself, with a spouse or partner, or jointly with someone else?

Yes

No

Do you own any additional properties or have other real estate-related details you'd like to share?

Businesses

Do you or your spouse/partner (if applicable) currently own or have an interest in any business?

Yes

Briefly describe the type of business (e.g., restaurant, medical practice, online store, etc.)

No

Do you have ownership or interest in any additional businesses, or any other business-related information you'd like to share?

Asset Overview

Provide indicate if you own any of the following. (Check all that apply)

If you’re married, or living with a partner and share assets, please select yes if at least one of you owns any of the following types of assets.

Cash & Bank AccountsInvestments (e.g., stocks, mutual funds, ETFs)Retirement Accounts (e.g., IRA, 401k, 403b)Life InsuranceVehiclesSpecialty or Recreational Vehicles (e.g., motorcyles, RVs, campers, boats)High-Value Assets (e.g., fine art, jewelry, collectibles, rare books)Intellectual Property (e.g., patents, copyrights, trademarks)Digital Assets (Domains, Monetized accounts)Cryptocurrency (e.g., Bitcoin, Ethereum)

What is your estimated net worth?

Net worth is the total value of everything a person owns minus everything they owe. An approximation is ok. If you’re married, or living with a partner and share assets, include your combined net worth.

Under $250,000

Between $250,000 and $500,000

Between $500,000 and $1M

Between $1M and $2M

Over $2M

What is your approximate net worth?

Have you, or your spouse/partner (if applicable), received or expect to receive an inheritance?

Yes

No

Are you or your spouse/partner a settlor, trustee, or beneficiary of any trust?

Yes

No

Planning Goals

Which of the following are priorities for you? (Check all that apply)

Making sure my money and assets go to the people and causes I care aboutPlan for the care of minor childrenPlan for a blended familyMaking sure my medical and/or end-of-life preferences are documentedAvoid probateMinimize estate taxesPlan for a loved one with special needsProtect assets from nursing home/long-term care costsAddress out-of-state or international assetsEnsure privacy in estate distribution

By checking below, you confirm that you understand the following: Completing and submitting this form does not create an attorney-client relationship. This form is for preliminary intake only to evaluate scope and potential conflicts of interest.

I understand.