Legacy 360
Estate Planning Resources
For New Clients
Preparing for Your First Consultation
Complete your Estate Planning Questionnaire before your consultation. Your responses help our attorneys understand your unique circumstances and prepare personalized recommendations for your meeting. Once completed, you can securely submit it through our website or email it to our office.
This completed Estate Planning Questionnaire
Any existing Wills, Trusts, Powers of Attorney, or other related documents
Any Premarital or Post-Marital Agreements, Community Property Agreements, or Property Settlement Agreement from a previous marriage
Any Buy-Sell Agreements (shareholder agreements, partnership agreements, operating agreements, etc.)
All filed Gift Tax Returns (IRS Form 709)
New Client Questionnaire
Complete your intake questionnaire securely online before your appointment. Providing your information in advance helps us review your case efficiently and make the most of your consultation.
Secure online submission
Approx. 10–15 minutes
Completely confidential
For Existing Clients
Estate Planning Questionnaire
If you’ve already retained Steve Lopez Law for estate planning services, please complete your Estate Planning Questionnaire before your next appointment. Completing the questionnaire online allows our team to prepare your legal documents efficiently and ensures your consultation is as productive as possible.
Estate Planning Questionnaire
Complete your estate planning information securely online before your scheduled appointment.