Pre-Meeting Update Form Δ Step 1 of 3 33% NameThis field is for validation purposes and should be left unchanged.We are looking forward to seeing you. To make the most of our time together, we ask that you complete a brief pre-meeting update form before your appointment. This allows us to review any changes in advance and come fully prepared to address your specific questions and goals. The form will ask for updated contact information, any changes in your family or personal circumstances, updates to your assets, and — most importantly — the reason for your visit. The more detail you provide, the more focused and productive your meeting will be. If nothing has changed, that is perfectly fine — simply indicate that in the appropriate sections. Please complete the form at least 48 hours prior to your appointment. If you have any difficulty accessing it, let us know and we will be happy to assist you. We look forward to seeing you soon.1. CLIENT IDENTIFICATIONFull Name(Required)Spouse/Partner Name(Required)Email Address(Required) Best Phone Number(Required)Alternate PhoneHas your home address changed since your last visit?(Required)Has your home address changed since your last visit?*NoYesNew Address(Required) Street Address City State / Province / Region ZIP / Postal Code Have any phone numbers or email addresses changed?(Required)Have any phone numbers or email addresses changed?*NoYesPhone Number(Required)Email Address(Required) 2. FAMILY UPDATESPlease let us know if there have been any changes in your family or personal circumstances since your last meeting. This ensures your planning reflects your current wishes.Have there been any changes in your marital status?(Required)Have there been any changes in your marital status?*No changeMarriedDivorcedSeparatedWidowedDetails of Change:(Required)Have there been any births, adoptions, or new dependents?(Required)Have there been any births, adoptions, or new dependents?*NoYesNew Dependents(Required)Name of child/dependent*Date of birth*Any special circumstances?* Add RemoveHas any family member, fiduciary, beneficiary, or agent named in your documents passed away?(Required)Has any family member, fiduciary, beneficiary, or agent named in your documents passed away?*NoYesHas any family member, fiduciary, beneficiary, or agent named in your documents passed away?(Required)Name*Date of death*Relationship* Add RemoveHave there been any changes in relationships with individuals named in your estate plan (e.g., executors, trustees, guardians, beneficiaries)?(Required)Have there been any changes in relationships with individuals named in your estate plan (e.g., executors, trustees, guardians, beneficiaries)?*NoYesPlease explain:(Required) 3. FIDUCIARY REVIEWDo you wish to review or change any of the following?(Required) Executor Trustee Guardian Power of Attorney Agent Healthcare Representative Beneficiaries Not sure / Would like guidance No changes at this time Please provide details:(Required)4. ASSET UPDATEMy estate has the following assets:Real Estate Checkbox Real Estate Real EstateAddressEstimated ValueWhose Name is It In? Add RemoveChecking/Savings Account Checkbox Checking/Savings Account Checking/Savings AccountInstitution NameEstimated ValueWhose Name is It In? Add RemoveCertificates of Deposit Checkbox Certificates of Deposit Certificates of DepositInstitution NameEstimated ValueWhose Name is It In? Add RemoveStocks, Bonds, Mutual Funds Checkbox Stocks, Bonds, Mutual Funds Stocks, Bonds, Mutual FundsInstitution NameEstimated ValueWhose Name is It In? Add RemoveIRA/Retirement Plans Checkbox IRA/Retirement Plans IRA/Retirement PlansInstitution NameEstimated ValueWhose Name is It In? Add RemoveTime Share Checkbox Time Share Time ShareInstitution NameEstimated ValueWhose Name is It In? Add RemoveLife Insurance Checkbox Life Insurance Life InsuranceInstitution NameEstimated ValueWhose Name is It In? Add RemoveBusiness/Partnerships Checkbox Business/Partnerships Business/PartnershipsInstitution NameEstimated ValueWhose Name is It In? Add RemoveProperty Lease Checkbox Property Lease Property LeaseInstitution NameEstimated ValueWhose Name is It In? Add RemoveIntellectual Property Interest (Patent) Checkbox Intellectual Property Interest (Patent) Intellectual Property Interest (Patent)Institution NameEstimated ValueWhose Name is It In? Add RemoveOil & Gas Interests Checkbox Oil & Gas Interests Oil & Gas InterestsInstitution NameEstimated ValueWhose Name is It In? Add RemoveLawsuit Judgements You Have Been Awarded Checkbox Lawsuit Judgements You Have Been Awarded Lawsuit Judgements You Have Been AwardedInstitution NameEstimated ValueWhose Name is It In? Add RemoveApproximate gross value of my estate*(Required)If you have any questions, please call our office at (732) 238-6000.5. PRIOR PLANNING OR LEGAL CHANGESHave you signed any new estate planning documents since your last visit (with any attorney)?(Required)Have you signed any new estate planning documents since your last visit (with any attorney)?NoYesExplanation:(Required)Have you moved to a new state or acquired property in another state?(Required)Have you moved to a new state or acquired property in another state?*NoYesDetails:(Required) 6. MEETING OBJECTIVEWhat would you like to accomplish at this meeting?Primary Reason for Meeting(Required)Primary Reason for Meeting*General ReviewUpdate Due to Life EventAsset Growth / Financial ChangesTax PlanningTrust Funding QuestionsMedicaid / Long-Term Care PlanningOtherThe more detail you provide, the more prepared we can be.Please describe in detail what prompted you to schedule this meeting.(Required)Are there specific concerns or questions you would like addressed?(Required)
