Contact Us Today
801-852-2333
801-852-2333
Home
Services
Business Start Up
Business Checkup
Corporate Transparency Act
BOI Filings
Wills & Trusts
Medical Health Directive
Medicaid Asset Protection Trust
Power of Attorney
Couples Power of Attorney
Missionary Power of Attorney
Military Power of Attorney
Probate
Probate EIN
Civil Litigation
Contracts
Real Estate
Bankruptcy
Mergers & Acquisitions
Premises Liability
Securities & Investing
High Net Worth Investor Opportunities
Recovery of Investments Lost to Securities Fraud
Options for Raising Capital
Repairing Securities Law Violations
Scam Alert
Attorneys
Testimonials
Articles
About
Pricing
FAQs
Resources
Contact
Bountiful Office
Estate Planning Questionnaire
Thank you for contacting us. We will get back to you shortly.
Please provide valid information for all required fields below.
Full Name
*
This field is required.
Date
*
This field is required.
Address
*
This field is required.
DOB
*
This field is required.
Phone Number
*
This field is required.
Email
*
This field is required.
Spouse Name
(Living Y/N)
DOB
Phone Number
Email
If you have been married previously, divorced, adopted, have kids from another marriage, or any other unique situation, please describe.
Children/ Guardianship | (Indicate whether Biological or Step) Children(s) Names:
DOB:
Living (Y/N)?
First Choice- Guardian:
Second Choice- Guardian:
Explain any concerns regarding guardianship:
Executor | Personal Representative- First Choice:
*
This field is required.
Address
*
This field is required.
Phone Number
*
This field is required.
Email
*
This field is required.
Personal Representative- Second Choice:
*
This field is required.
Address
*
This field is required.
Phone Number
*
This field is required.
Email
*
This field is required.
Explain any questions or special provisions desired:
Desired Name of Trust:
Please describe what you would like to happen to your property after you pass. (Typically, people leave everything to their surviving spouse, and then to their children in equal shares if their spouse passes first.)
If you want property to go to anyone other than your children, describe the property and to whom it should be left.
First Choice - Health Care Agent: (select if same as Personal Representative)
*
Yes
No
This field is required.
Address
*
This field is required.
Phone Number
*
This field is required.
Email
*
This field is required.
DO YOU HAVE SPECIAL INSTRUCTIONS OR LIMITATIONS FOR YOUR AGENT?
Your Net Worth (value of all assets): $
*
This field is required.
Please select:
*
Single (individual)
Couple (Married)
This field is required.
Select desired documents:
*
Will only
Trust only
Will & Trust
Complete Estate Documents- Full Package* (which includes Will, Trust, General Power of Attorney, Health Care Power of Attorney, and Medical Directive) *comes with NOKBOX
Check if you would like more information on how to protect your assets should you need to apply to Medicaid in the future.
This field is required.
Additional Information:
Acknowledgment
*
I acknowledge and agree that by submitting this information, our firm will begin creating draft documents to review and discuss during your appointment with an attorney. Full payment will be required at the completion of documents. Please submit online via our website or email this questionnaire to
[email protected]
.
This field is required.
Office Location
EVN Law, LLC
130 North Main Street
Bountiful
,
UT
84010
801-852-2333
Mon: 09:00am - 05:00pm
Tue: 09:00am - 05:00pm
Wed: 09:00am - 05:00pm
Thu: 09:00am - 05:00pm
Fri: 09:00am - 05:00pm
Sample
Menu
Home
Services
Business Start Up
Business Checkup
Corporate Transparency Act
BOI Filings
Wills & Trusts
Medical Health Directive
Medicaid Asset Protection Trust
Power of Attorney
Couples Power of Attorney
Missionary Power of Attorney
Military Power of Attorney
Probate
Probate EIN
Civil Litigation
Contracts
Real Estate
Bankruptcy
Mergers & Acquisitions
Premises Liability
Securities & Investing
High Net Worth Investor Opportunities
Recovery of Investments Lost to Securities Fraud
Options for Raising Capital
Repairing Securities Law Violations
Scam Alert
Attorneys
Testimonials
Articles
About
Pricing
FAQs
Resources
Contact
Bountiful Office