COVID-19 Update - We are still open and accepting new clients.
Phone Consultations Available - No office Visit Needed - Call Now At (847) 234-4445

900 North Shore Drive
Suite 255
Lake Bluff, IL 60044

Call Now For A Personalized Estate Evaluation
(847) 234-4445
We Offer A Free 30 Minute Consultation

Initial Worksheet

Thank you for contacting our law office! Please fill out this form in its entirety prior to our consultation.

Contact Information

Prefix

First Name *

Middle Name

Last Name *

Date of Birth

Email *

Phone Number *

Prefer to be called

It is okay to communicate with me via my email address

Yes No

Family Information

Are you married?

Yes No

Do you have children?

Yes No

Do you have grandchildren or great-grandchildren?

Yes No

Assets

Total Market Value of Your Real Estate (primary residence, vacation home, timeshare, vacant land, etc.)

Total Remaining Real Estate Loan Balance

Total Value of Automobiles, Boats, and RVs

Total Value of Bank Accounts (do not include retirement accounts, IRAs or 401(k)s here)

Total Value of Stocks and Bonds

Total Value of any Life Insurance Policies and/or Annuities

Total Value of Retirement Plans (Pension, Profit Sharing, H.R. 10, IRA, SEP, 401(k))

Do you (or your spouse) hold any Business Interest or Ownership

Any significant anticipated Inheritance, Gift, or Lawsuit Judgment?

Any Other Assets?

Any specific questions or other things you would like to discuss during our consultation?

Disclaimer : The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Please click here to schedule a free initial consult with Strategic Estate Planning.