Cynthia Cho

INTERVIEW SHEET - ESTATE PLANNING INTERVIEW SHEET

Client Information
Your Name
Place of Birth
Birth Date
Country of Citizenship
Employer
Employer Address
Monthly Gross

Address
Email
Home Phone
Work Phone

Spouse Information
Spouse Name
Place of Birth
Birth Date
Country of Citizenship
Employer
Employer Address
Monthly Gross

Address
Email
Home Phone
Work Phone

Date of Marriage

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Date of Separation

Names, Birth dates and Sex of Children of Marriage

Any Adopted Children (Name, Birthdate, Sex)

Any Deceased Children and their children if any

Grandchildren (Name, Birthdate, Sex, Parent’s name)

Parents (Name, Birthdate)

YOUR INITIAL CONSULTATION IS $100.00 FOR 1/2 HOUR OR $250 FOR ONE HOUR FOR DOCUMENT EVALUATION TO BE COLLECTED PRIOR TO CONSULTATION. However if you decide to retain our office, this payment shall be credited back to you so it's as if you received a free initial consultation.