Rochester Lawyers / Will Intake Form

Will Intake Form

The attorneys at Friedman & Ranzenhofer ask their prospective clients to do the best they can in completing the required fields on this intake form and collecting certain items.

Do not feel overwhelmed by the process.  We will have a productive first meeting even if you are not finished collecting information.  However, it is very helpful to have all the relevant information and items available to us from the beginning, as it will allow us to start the process sooner.  Please feel free to call our office if you have any questions.

How to Have Your NY Will Prepared in 8 Easy Steps

We have been preparing  wills and other estate planning documents for our clients for over sixty-six years. We make estate planning easy, affordable, safe, quick, and convenient for you by offering offices throughout New York State; Zoom and telephone consultations; home, hospital and nursing home visits; and our online WILL INTAKE FORM, below.

These are the Eight (8) Easy Steps to have your will and other estate planning documents prepared:

Step #1: Fill out our online WILL INTAKE FORM or call us at (716) 333-5144 to request that a form be mailed or emailed to you.

Step #2: Email, fax (716.542.4090), mail or submit to our website the completed WILL INTAKE FORM. This video shows you how to complete the WILL INTAKE FORM

Step #3: We will call you to schedule a consultation.

Step #4: You will consult with an experienced estate planning attorney by Facetime, Zoom, telephone or in-person to discuss your will, power of attorney, health care proxy/living will, living trust, and other estate planning needs and questions. Payment can be made by check, credit card online or cash.

Step #5: We will mail or email you the drafts of your estate planning documents for your review and approval.

Step #6: Call or email us to approve or revise your documents, and schedule an appointment for signing.

Step #7: Sign your documents in our office, your home, or in the hospital or nursing home.

Step #8: Depending on your directions, we will keep your original will in safekeeping at no additional charge, give it to you to store for yourself, or deliver it to the New York Surrogate’s Court.

If needed, there is an overflow box at the end of the form to include additional information.

*Indicates a Required Field

    1.

    2.

    All relatives who would share in your property if you had no Will (e.g. children, parents or siblings):

    3.

    4.

    5.


    YesNo

    6.


    YesNo


    YesNo


    YesNo


    YesNo

    7.


    Living WillHealth Care ProxyPower of AttorneyLiving Trust

    8.

    9.

    Who do you want to act as Guardian or Trustee of your children?

    10.

    Who do you want to act as Executor and Alternate Executor?

    11.

    List all life insurance policies:

    1.

    2.

    3.

    12.

    List bank accounts, CDs and money market funds (individual and joint):

    Account 1

    Account 2

    Account 3

    Account 4

    13.

    List all real estate (individual and joint):

    Real Estate 1

    Real Estate 2

    Real Estate 3

    14.

    List all retirement plans, IRAs, 401-Ks, etc.:

    15.

    Stocks, bonds, mutual funds and annuities (individual and joint):

    1.

    2.

    3.

    16.

    List any other property you own or in which you have an interest, including business interests, notes or
    mortgages owed to you, autos, boats, valuable jewelry, art work, etc.

    17.


    YesNo

    18.

    19.

    Are you or any of your beneficiaries disabled? YesNo

    Overflow Box