Client Intake Form

Thank you for choosing McCann Law. Please complete as much of this form as possible. This form does not create an attorney-client relationship until a formal engagement letter is signed.

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Legal Name

Date of Birth

Phone

Email Address

Marital StatusSelect Marital Status…MarriedSingleDivorcedWidowed

Address Date Name

Spouse Name

What brings you in?Select What brings you in?…Last Will & TestamentLiving TrustPower of AttorneyAdvance Directive / Living WillProbate AssistanceComplete Estate Plan PackageNot sure — need guidance

Describe your goals or concerns

Approximate Estate ValueSelect Approximate Estate Value…Under $100,000$100,000 – $500,000$500,000 – $1 million$1 million – $5 millionOver $5 millionPrefer not to say

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