Consultation Form – The Law Office of Raymond E. Brown, LLC

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1910 Towne Center Blvd, Suite 250, Annapolis MD 21401
443-554-9944
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1910 Towne Center Blvd, Suite 250, Annapolis MD 21401
443-554-9944
Client Portal
Pay Invoice

Home
Webinar On-demand
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Contact
- Contact Us
- Communities We Serve

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Legacy Wealth Planning Consultation Form

Your Name
First Middle Last
Gender
- Male
- Female
- X
Date of Birth
MM slash DD slash YYYY
Military/Citizenship
- Active Duty
- Veteran
- U.S. Citizen
Current Marital Status
- Single
- Married
- Divorced
- Widowed
Hidden
If Marital Status = Married
Is this your first marriage?
- Yes
- No
Is this your Spouse/Partner's first marriage?
- Yes
- No
Do you have a prenuptial agreement?
Please be prepared to present it for review prior to completing your documents.
- Yes
- No
Spouse/Partner's Name
First Middle Last
Spouse Gender
- Male
- Female
- X
Spouse/Partner's Date of Birth
MM slash DD slash YYYY
Spouse/Partner's Military/Citizenship
- Active Duty
- Veteran
- U.S. Citizen
Hidden
Address
Street Address Address Line 2 City State ZIP Code
Home Phone
Cell Phone
May we send you text messages?
- Yes
- No
Spouse/Partner's Cell Phone
May we send your Spouse/Partner text messages?
- Yes
- No
Email Address
Spouse/Partner's Email Address
What are your estate planning goals and concerns?
Use this space to give us some more information on how we can assist you.
What is the approximate gross value of your entire estate?
What assets does your estate have:
- Real Estate
- Stocks, Bonds, Mutual Funds
- IRA/Retirement Plans
- Life Insurance
- Business/Partnerships
- Certificates of Deposit
- Other (please elaborate below)
Other
Where are you in your estate planning journey?
- I am ready to proceed with the creation of my plan.
- My loved one is already in a nursing home, I am ready to proceed with a plan.
- I am not interested in creating a plan at this time. I'm here for general information only.
- I need the following questions answered before I am ready to proceed with the creation of my plan:
Needed information
Email
This field is for validation purposes and should be left unchanged.

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Legacy Wealth Planning Consultation Form

If Marital Status = Married