Vast Legal Intake Questionnaire

VAST Legal Intake Questionnaire

This questionnaire is designed to gather important information necessary to develop your legal structure.

All information is kept strictly confidential.

Name
Name
First
Last
Gender
US Citizen?
Spouse's Name
Spouse's Name
First
Last
Spouse's Gender
US Citizen?

Phone Numbers:

Email:

Home Address:

Address

Your Family:

Please Select One

Children:

Name
Name
First
Last
Marital Status - Please Select One:
Name
Name
First
Last
Marital Status - Please Select One:
Name
Name
First
Last
Marital Status - Please Select One:
Name
Name
First
Last
Marital Status - Please Select One:
Name
Name
First
Last
Marital Status - Please Select One:

Your Employment

Are you self employed?
Is your spouse self employed?

Your Investments

Real Estate: (Check applicable)
Stock Market

Your Personal Residences(s)

State
State
State

Your Real Estate Investments

Example: John Doe owns a duplex investment property with his brother. He would report the following:

Ea

Your Business Interests

Example: John Doe is a medical doctor in a 3-person group practice. He would report the following:

Wills:

Husband
State of Will
Wife:
State of Will

Living Trust

Husband
State of Trust
Wife
State of Trust

Additional Notes:

Please feel free to add anything you feel is relevant to organizing your affairs.