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Start Here: Complete Your Client Intake

This intake helps us understand your family, goals, and planning needs so we can prepare for your Planning Coordination Meeting. Complete as much as you can, and don’t worry if there are a few items you are unsure about.

BEFORE YOU BEGIN

What to Expect

Work at your own pace — You can save your progress and come back anytime.

Complete as much as you can — If you are unsure about a question, it is okay to leave it for later.

Submit when you are ready — Once you have completed as much as you can, go ahead and submit the intake.

We will review everything with you — After submission, our team will reach out to schedule your Planning Coordination Meeting.

This intake does not create your trust or legal documents. It simply helps our team prepare for the next step in your estate planning process.

YOUR INFORMATION

Let's begin with your contact information so we can connect your intake to your Goldtree client record.

Client 1 Information

Client 1 is the person completing this intake. If another person will be included in your estate plan, you can provide their information in the next section.

First Name *

Last Name *

Email *

Phone *

Client 1 Full Legal Name *

Date of birth

Client 1: Are you a U.S. citizen?

Yes

What is your marital status?

Married

Domestic Partnership

Single

Other

Will a second person be included in this estate plan?

Yes

Client 2 Full Legal Name

Client 2: Date of Birth

Client 2: Are you a U.S. citizen?

Yes

Your Home Address

Please provide the address of your primary residence. If you own your home, we will ask a few additional questions about the property.

Address

Street Address

City

State

Country

Enter your country

Postal Code

County Name

Do you own your primary residence?

Yes

Primary Residence Details

If you own your home, please provide the following information about its current ownership and your planning goals.

Who currently holds legal ownership of your home?

Select an option

Would you like to discuss transferring your home into your trust?

Yes

Not Sure

Your Trust Information

Please share any existing trust information and your preferences for your estate plan. If you are unsure about a question, we can discuss it during your Planning Coordination Meeting.

Have you previously created a trust?

Yes

Not Sure

Existing Trust Name

Date Your Existing Trust Was Signed

What would you like to name your trust?

Who is your financial professional?

In what state do you expect to sign your estate planning documents?

In what county do you expect to sign your estate planning documents?

Additional Real Estate

Please provide information about any real estate you own in addition to your primary residence, such as rental properties, vacation homes, land, or other property.

Do you own any additional real estate?

Yes

Additional Property 1

Additional Property 1: Address and County

Additional Property 1: Current Ownership

Select an option

Additional Property 1: Would you like to discuss transferring this property into your trust?

Yes

Do you have another property to list?

Yes

Additional Property 2

Additional Property 2: Address and County

Additional Property 2: Current Ownership

Select an option

Additional Property 2: Would you like to discuss transferring this property into your trust?

Yes

Do you have a third property to list?

Yes

Additional Property 3

Additional Property 3: Address and County

Additional Property 3: Current Ownership

Select an option

Additional Property 3: Would you like to discuss transferring this property into your trust?

Yes

Business Interests

If you own all or part of a business, please provide some basic information so we can identify any additional estate planning considerations.

Do you own any business interests?

Yes

Business Name and Type

Who currently owns the business interests?

Select an option

Would you like to discuss an assignment of your business interests to your trust?

Yes

Do you own interests in more than one business?

Yes

Additional Business Interests

Your Family

Please provide information about your children, if applicable. This helps us understand your family relationships and prepare for your Planning Coordination Meeting. If you have questions about a particular situation, we can discuss them together.

Do you have any living biological or adopted children?

Yes

Child 1 Information

Child 1 Full Legal Name

Child 1 Date of Birth

Child 1 Gender

Select an option

Child 1 Address (if different from yours)

Child 1: Whose biological or adopted child are they?

Select an option

Child 1 Email Address

Child 1 Phone Number

Are you considering excluding Child 1 from receiving an inheritance under your estate plan?

Yes

Not Sure / Would Like to Discuss

Do you have another living child to list?

Yes

Child 2 Information

Child 2 Full Legal Name

Child 2 Date of Birth

Child 2 Gender

Select an option

Child 2 Address (if different from yours)

Child 2: Whose biological or adopted child are they?

Select an option

Child 2 Email Address

Child 2 Phone Number

Are you considering excluding Child 2 from receiving an inheritance under your estate plan?

Yes

Not Sure

Would Like to Discuss

Do you have a third living child to list?

Yes

Child 3 Information

Child 3 Full Legal Name

Child 3 Date of Birth

Child 3 Gender

Select an option

Child 3 Address (if different from yours)

Child 3: Whose biological or adopted child are they?

Select an option

Child 3 Email Address

Child 3 Phone Number

Are you considering excluding Child 3 from receiving an inheritance under your estate plan?

Yes

Would Like to Discuss

Do you have a fourth living child to list?

Yes

Child 4 Information

Child 4 Full Legal Name

Child 4 Date of Birth

Child 4 Gender

Select an option

Child 4 Address (if different from yours)

Child 4: Whose biological or adopted child are they?

Select an option

Child 4 Email Address

Child 4 Phone Number

Are you considering excluding Child 4 from receiving an inheritance under your estate plan?

Yes

Not Sure or Would Like to Discuss

Additional Children or Family Information

Deceased Children

If you have a biological or adopted child who has passed away, please provide the information below. This helps us understand your family relationships and identify any surviving children who may need to be considered during the planning process.

Have any of your biological or adopted children passed away?

Yes

Deceased Child Information

Deceased Child Full Legal Name

Deceased Child: Whose biological or adopted child were they?

Select an option

Did this child have any children of their own?

Yes

Deceased Child's Children

Additional Deceased Children or Family Information

Planning for the Surviving Spouse

For married couples, an important part of estate planning is deciding what happens after the first spouse passes away. The following questions help us identify your goals and any decisions you would like to discuss during your Planning Coordination Meeting.

Would you like to discuss limiting changes to your estate plan after the first spouse passes away?

Yes

Not Sure / Would Like to Discuss

Would you like to discuss limiting the surviving spouse's ability to change beneficiaries after the first spouse passes away?

Yes

Not Sure / Would Like to Discuss

An A/B trust arrangement generally involves dividing trust assets into separate shares after the first spouse passes away. Whether this structure is appropriate depends on your circumstances and planning goals.

What are your primary goals or concerns regarding the surviving spouse and your beneficiaries?

Your Beneficiaries

Beneficiaries are the people or organizations you want to receive assets from your estate. Please tell us whom you would like to include and how you would like your estate divided. If you are unsure about a decision, we can discuss it during your Planning Coordination Meeting.

Would you like your beneficiaries to receive equal shares of your estate?

Yes

Not Sure / Would Like to Discuss

Beneficiary 1 Information

Beneficiary 1 Full Legal Name or Organization

Beneficiary 1 Inheritance Share

If Beneficiary 1 passes away before you, where would you like their share to go?

Select an option

Beneficiary 1 Additional Wishes

Do you have another beneficiary to list?

Yes

Beneficiary 2 Information

Beneficiary 2 Full Legal Name or Organization

Beneficiary 2 Inheritance Share

If Beneficiary 2 passes away before you, where would you like their share to go?

Select an option

Beneficiary 2 Additional Wishes

Do you have a third beneficiary to list?

Yes

Beneficiary 3 Information

Beneficiary 3 Full Legal Name or Organization

Beneficiary 3 Inheritance Share

If Beneficiary 3 passes away before you, where would you like their share to go?

Select an option

Beneficiary 3 Additional Wishes

Do you have a fourth beneficiary to list?

Yes

Beneficiary 4 Information

Beneficiary 4 Full Legal Name or Organization

Beneficiary 4 Inheritance Share

If Beneficiary 4 passes away before you, where would you like their share to go?

Select an option

Beneficiary 4 Additional Wishes

Do you have a fifth beneficiary to list?

Yes

Beneficiary 5 Information

Beneficiary 5 Full Legal Name or Organization

Beneficiary 5 Inheritance Share

If Beneficiary 5 passes away before you, where would you like their share to go?

Select an option

Beneficiary 5 Additional Wishes

Additional Beneficiaries or Distribution Wishes

Age-Based Distribution Preferences

You may wish for certain beneficiaries to receive their inheritance gradually rather than all at once. The following questions help us understand your preferences so we can discuss the available arrangements during your Planning Coordination Meeting.

Would you like to discuss age-based or other restrictions on when beneficiaries receive their inheritance?

Yes

Beneficiary 1 Distribution Preference

Select an option

Beneficiary 2 Distribution Preference

Select an option

Beneficiary 3 Distribution Preference

Select an option

Beneficiary 4 Distribution Preference

Select an option

Beneficiary 5 Distribution Preference

Select an option

Additional Distribution Instructions or Questions

Special Needs Considerations

Some beneficiaries may have circumstances that require additional planning, including the potential impact of an inheritance on needs-based public benefits. Please identify any concerns you would like to discuss during your Planning Coordination Meeting.

Would you like to discuss additional planning for a beneficiary with special needs?

Yes

Not Sure or Would Like to Discuss

Which beneficiaries would you like to discuss additional planning for?

Special Needs Planning Questions or Concerns

Specific Gifts

A specific gift is a particular amount of money, asset, or item you would like someone to receive. If you have any specifiRadioc gifts in mind, please provide the information below. We can review the details during your Planning Coordination Meeting.

Would you like to include any specific gifts in your estate plan?

Yes

Specific Gift 1

Specific Gift 1: Recipient Name or Organization

Specific Gift 1: Gift Description or Amount

Specific Gift 1: When should this gift be made?

Select an option

Specific Gift 1: Additional Wishes

Do you have another specific gift to list?

Yes

Specific Gift 2

Specific Gift 2: Recipient Name or Organization

Specific Gift 2: Gift Description or Amount

Specific Gift 2: When should this gift be made?

Select an option

Specific Gift 2: Additional Wishes

Additional Specific Gifts

Your Decision Makers

Please identify the people you would trust to help manage your financial affairs or carry out your estate plan if you become unable to act or after your passing. We will review their roles, responsibilities, and any decisions you are unsure about during your Planning Coordination Meeting.

If you become unable to make financial decisions, would you want your spouse or partner to act on your behalf?

Yes

Not Sure / Would Like to Discuss

Would you like to discuss placing any limitations on your financial agent's authority?

Yes

Not Sure / Would Like to Discuss

Financial Agent Limitations or Questions

When would you like your financial power of attorney to become effective?

Select an option

The timing and conditions for a power of attorney depend on the documents and applicable state law. We will review your preference during the planning process.

Your Financial Decision Makers

Please identify the people you would trust to manage your financial affairs or carry out your estate plan when needed. You may choose the same person for multiple roles or different people for each role. If you are unsure whom to choose, we can discuss your options during your Planning Coordination Meeting.

Decision Maker 1

Decision Maker 1 Full Legal Name

Decision Maker 1 Relationship to You

Decision Maker 1: Which roles would you like this person to serve?

Successor Trustee

Executor / Personal Representative

Financial Agent under Power of Attorney

Not Sure / Would Like to Discuss

Decision Maker 2

Decision Maker 2 Full Legal Name

Decision Maker 2 Relationship to You

Decision Maker 2: Which roles would you like this person to serve?

Successor Trustee

Executor / Personal Representative

Financial Agent under Power of Attorney

Not Sure / Would Like to Discuss

Decision Maker 3

Decision Maker 3 Full Legal Name

Decision Maker 3 Relationship to You

Decision Maker 3: Which roles would you like this person to serve?

Successor Trustee

Executor / Personal Representative

Financial Agent under Power of Attorney

Not Sure / Would Like to Discussan Option

If you have a preferred order for these individuals to serve, please list them in that order when possible. We will confirm who should serve in each role and the order of succession during your Planning Coordination Meeting.

Would you like any of your decision makers to serve together in the same role?

yes

Not Sure / Would Like to Discuss

Which decision makers would you like to serve together?

Your Healthcare Decision Makers

Please identify the people you would trust to make healthcare decisions on your behalf if you become unable to make those decisions yourself. You may choose the same people for both clients or select different individualTexts. We will review your preferences during your Planning Coordination Meeting.

Client 1 Healthcare Preferences

Would Client 1 like to discuss specific healthcare wishes in the event of incapacity?

Yes

Not Sure / Would Like to Discuss

Client 1 Healthcare Agents

Please list your preferred healthcare agents in the order you would like them to serve, beginning with your first choice.

Client 1 Healthcare Agent 1 Full Legal Name

Client 1 Healthcare Agent 1 Relationship

Client 1 Healthcare Agent 2 Full Legal Name

Client 1 Healthcare Agent 2 Relationship

Client 1 Healthcare Agent 3 Full Legal Name

Client 1 Healthcare Agent 3 Relationship

Would Client 1 like any healthcare agents to make decisions together?

Yes

Not Sure / Would Like to Discuss

Client 1: Which healthcare agents should act together?

Client 2 Healthcare Preferences

Would Client 2 like to discuss specific healthcare wishes in the event of incapacity?

Yes

Not Sure or Would Like to Discuss

Client 2 Healthcare Agents

Please list Client 2's preferred healthcare agents in the order they would like them to serve, beginning with their first choice.

Client 2 Healthcare Agent 1 Full Legal Name

Client 2 Healthcare Agent 1 Relationship

Client 2 Healthcare Agent 2 Full Legal Name

Client 2 Healthcare Agent 2 Relationship

Client 2 Healthcare Agent 3 Full Legal Name

Client 2 Healthcare Agent 3 Relationship

Would Client 2 like any healthcare agents to make decisions together?

Yes

Not Sure / Would Like to Discuss

Client 2: Which healthcare agents should act together?

Guardianship Planning

If you have minor children or may have children in the future, please identify the people you would trust to care for them if a guardian is needed. List your preferred guardians in order, beginning with your first choice. We will review your preferences during your Planning Coordination Meeting.

Do you have any children under age 18, or do you expect to have children in the future?

Yes

Not Sure / Would Like to Discuss

Guardian 1 Information

Guardian 1 Full Legal Name

Guardian 1 Relationship to Your Family

Guardian 2 Information

Guardian 2 Full Legal Name

Guardian 2 Relationship to Your Family

Guardian 3 Information

Guardian 3 Full Legal Name

Guardian 3 Relationship to Your Family

Would you like any of your nominated guardians to serve together?

Yes

Not Sure / Would Like to Discuss

Which guardians would you like to serve together?

Tangible Personal Property

This section is for personal belongings you would like to leave to specific people, such as jewelry, family heirlooms, furniture, collections, or other meaningful items. You can list your wishes below or upload an existing personal property list.

If you are unsure about a particular item or recipient, we can review it during your Planning Coordination Meeting.

Do you have any personal belongings you would like to leave to specific people?

Yes

Not Sure / Would Like to Discuss

Personal Property Item 1

Personal Property Item 1: Description

Personal Property Item 1: Primary Recipient

Personal Property Item 1: Alternate Recipient

Personal Property Item 2

Personal Property Item 2: Description

Personal Property Item 2: Primary Recipient

Personal Property Item 2: Alternate Recipient

Additional Personal Property Wishes

Upload an Existing Personal Property List

If you already have a written list of personal belongings and their intended recipients, you may upload a copy here instead of entering each item above.

Personal Property List Upload

Click to upload

The information you provide will help us review your wishes during the planning process. We will confirm how personal property instructions should be documented as part of your estate plan.

Your Assets & Financial Information

This section helps us understand where your assets and financial accounts are held. The information may also help your loved ones locate important records when needed.

Please complete as much as you can. You do not need to provide account balances, full account numbers, passwords, or login credentials. We can review any missing information during your Planning Coordination Meeting.

Bank & Credit Union Accounts

Do you have any bank or credit union accounts?

Yes

Bank & Credit Union Account Information

Brokerage & Investment Accounts

Do you have any nonretirement brokerage or investment accounts?

Yes

Brokerage & Investment Account Information

Life Insurance

Please tell us about any life insurance coverage you currently have. This information can help you keep an organized record of your policies and identify any questions you would like to discuss during your planning process.

Do you currently have any life insurance coverage?

Yes

Not Sure

Life Insurance Company

Type of Life Insurance Coverage

Term Life

Whole Life

Universal Life / IUL

Group or Employer Coverage

Other

Not Sure

Life Insurance Coverage Amount

Does any of your life insurance coverage have an expiration or renewal date?

Yes

Not Sure

Life Insurance Expiration or Renewal Information

Additional Life Insurance Information

Retirement Accounts

Please provide basic information about your retirement accounts so we can better understand how they fit into your overall financial and estate planning picture. Complete as much as you know, and we can review any remaining questions together.

Do you have any retirement accounts?

Yes

Not Sure

What types of retirement accounts do you have?

Traditional IRA

Roth IRA

401(k)

TSP

Pension

Other

Where are your retirement accounts held?

Who owns the retirement accounts?

Client 1

Client 2

Both Clients have Separate Accounts

Other

Not Sure

Retirement Account Information

Retirement accounts may have beneficiary designations and distribution rules that require separate consideration. Listing an account here does not change its ownership or beneficiary dTextesignation. We can discuss any questions during your Planning Coordination Meeting.

Business Records & Information

If you own a business, please tell us where your family or designated decision makers could locate important business records if needed. You do not need to repeat the business ownership information you provided earlier.

Business Records Location

Other Significant Assets

Please identify any other assets of significant value that you have not already listed in this questionnaire. This may include valuable collections, precious metals, or other property you would like your family to know about.

Do you have any other significant assets you would like to include in your asset inventory?

Yes

Not Sure / Would Like to Discuss

Other Significant Asset Information

Where can your family locate your important financial and estate planning records?

Thank you for completing your Goldtree Estate Planning intake. Please review your answers and submit the form when you are ready, even if there are a few questions you would still like to discuss.

Once submitted, our team will review your information and contact you to schedule your Planning Coordination Meeting. Completing this questionnaire does not create or finalize your estate planning documents.

I understand that this intake helps Goldtree Estate Planning prepare for my Planning Coordination Meeting and does not create or finalize my estate planning documents. I have provided information to the best of my knowledge and understand that I can discuss unanswered questions or remaining decisions with the Goldtree team.

Goldtree Estate Planning provides estate planning education, coordination, and implementation support. Goldtree Estate Planning is not a law firm and does not provide legal or tax advice. Estate planning documents are attorney drafted through an independent document preparation provider. Individual circumstances and state laws vary. When legal or tax advice is needed, clients should consult an appropriately licensed attorney or tax professional.