You have requested an initial consultation by completing our online form and, from the pull-down options, confirmed that you want to collaborate on a new estate plan.
To help us prepare for your complimentary initial consultation, there are two (2) required online e-documents (our Estate Planning Priorities Quiz and Confidential Client Questionnaire) and one (1) fillable PDF form (our Confidential Client Financial Information form).
You will receive links to the first two forms in two separate emails. Note: The link to the third form is provided below.
A general overview of your financial assets is essential in helping us prepare for your meeting and answer your questions. While we provide a fillable PDF form for your convenient use, you may also provide this same information in an alternative format. You may follow this link to download our fillable PDF form: Confidential Client Financial Information. If you choose to use our fillable PDF form, please complete the form, save it to your computer, and email a copy to kyle.krull@harvestlaw.com. We recommend you download the free Foxit PDF Reader to ensure the best experience with this form.
Just as our clients are unique, so is each estate plan we create. What is “essential” for one client may be “irrelevant” for your circumstances, and vice versa.
The purpose of this “survey” is two-fold: 1) to provide us with an initial snapshot of your unique estate planning priorities and 2) to provide you with an easy-to-understand estate planning tutorial before we meet. After you complete the Estate Planning Priorities Quiz, you may have a better grasp of estate planning than most attorneys!
The purpose of this Questionnaire is also two-fold: 1) to provide us with the initial snapshot of the 3 Ps relevant to your estate plan [i.e., the important People, Property, and Plans]; and 2) to help you think through and evaluate your important 3 Ps before our meeting.
A: Information on this form will be saved automatically when you close the form. To access the in-process form, use the form link provided in this email. We recommend that you review the Questionnaire form first, locate the information requested, and then set aside time to complete the form. Do not click "Submit" until all information has been completed.
A: If the form does not “submit,” please look for fields outlined in red on the pages associated with any tab reflecting a red “!” and complete the required field. Once all required fields are completed, the form can be successfully submitted.
A: We selected Lawmatics because your answers are kept confidential and secure when entered and submitted. Lawmatics stores all of your data at 256-bit AES encryption, the same standard used by banks and other large financial institutions. Data is sent and received using 128-bit SSL encryption, which keeps your private information safe from third-party access.
REMEMBER: “The choice of a lawyer is an important decision and should not be based solely upon advertisements.”
This statement is required by rule of the Supreme Court of Missouri.