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Law Offices of Kobrick and Moccia

Long Island Estate Planning Attorneys

ESTATE, TRUST PLANNING &
ELDER LAW INFORMATION CENTER

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Home » Resources » Legacy Wealth Planning Consultation Form

Legacy Wealth Planning Consultation Form

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  • Children’s Full NamesGenderDate of BirthParent(s)Married (Y/N)Number of Grand Children 
  • What Really Matters to Me

    Please rate the following estate planning goals and concerns on a scale of 1 to 10. (1 being “not important at all” and 10 being “very important.”)

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  • Permission to Contact

    I authorize the law firm to occasionally mail, fax or email information to me. I understand that I can unsubscribe to communication from the firm at any time and I also understand that the law firm will not share or sell my contact information to anyone. I prefer to be contacted at the email address listed above.

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