Financial Planner Client Intake
This short data form gives us the key information needed to structure a meaningful client appointment.
Name of Financial Planner Referring Client
Please enter your client's contact information.
What service does your client need?
To create a Will
To establish a Trust
Either a Will or Trust, but I'm not sure which makes the most sense
To review the client's previous Will or Trust
None of the Above (please explain on next question)
Are there any other concerns you wish to discuss?
Client's Marital Status
Select From The Dropdown
Single (never married)
Do the best you can to check all statements that apply to your client...
Has biological children
Has a child with special needs
Other than spouse and children, there are others for whom client is responsible
While client is not responsible for them, client has family members to benefit as part of a legacy (grandchildren, nieces, nephews, etc.)
Hopes to benefit charities as part of a legacy
Has pets for whom to ensure proper care
Has a business for which needs succession planning
None of the Above Apply