LAESQUIRE

Client intake sheets

Pick the sheet that matches what you need. Your answers are saved on your own device as you type, so you can gather documents and come back — nothing is transmitted until you press send at the end.

Married / Partnered Living TrustFor couples creating a joint revocable living trust.Start intake →Prefer paper? Print this sheet →

Individual Living TrustFor a single person creating a revocable living trust.Start intake →Prefer paper? Print this sheet →

Will PackageWill, powers of attorney and healthcare directive.Start intake →Prefer paper? Print this sheet →

ProbateTo open a California probate for someone who has died.Start intake →Prefer paper? Print this sheet →

Special Needs TrustTo protect benefits eligibility for a disabled beneficiary.Start intake →

Not sure which one applies? Book a free 10-minute review or call 818-714-1789 and we will point you to the right sheet.