Schedule Estate Planning Consultation

  • Personal Information

  • Name as it will appear in legal documents
  • Name as it will appear in legal documents
  • What are your planning objectives?

    Please identify the reasons you are considering planning or areas you would like to learn more about (select as many as you wish):
  • “For special needs beneficiaries only: By providing instructions, people, and assets to support your special needs beneficiaries above a poverty lifestyle.
    For business owners only: By providing for the orderly continuation and transfer of family business interests rather than a distress sale
  • A member of the Berlin Patten Ebling Estate Planning Department will be in touch with you shortly to schedule a consultation. Please acknowledge that this information is being provided for initial information purposes only, and additional information and consultation will be necessary to prepare your estate planning documents. NO ATTORNEY CLIENT RELATIONSHIP IS CREATED BY YOUR SUBMITTAL OF THIS INFORMATION. Information provided will remain confidential and held in compliance to our privacy policy.