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Client Information

To ensure proper drafting of your estate planning documents, please be sure to include full legal names. The documents we draft for you must match the information printed on your valid government-issued photo ID. You may save your progress at any time using the "Save" button in the lower right of your screen. This information is required before we can begin drafting your plan.

Client 1

Client 1 Name *

Middle

Last

Please enter your name as it appears on your valid photo ID.

Suffix

Client 1 Email

Client 1 Gender *

Client 1 Date of Birth *

Client 1 Social Security Number *

Note: This information is stored encrypted and will not be emailed.

Address *

City *

State

Zip *

County of Residence *

Client 1 Phone *

What is your marital status?

Are you planning with your Spouse?

Yes No

Client 2 (Your Spouse)

Client 2 Name

Middle

Last

Please enter your name as it appears on your valid photo ID.

Suffix

Client 2 Gender

Client 2 Social Security Number

Note: This information is stored encrypted and will not be emailed.

Client 2 Phone

Client 2 Email

Your Spouse's Information

Spouse's Name

Middle

Last

Please enter your name as it appears on your valid photo ID.

Suffix

Client 2 Gender

Are you planning with your Partner?

Yes No

Client 2 (Your Partner)

Client 2 Name

Middle

Last

Please enter your name as it appears on your valid photo ID.

Suffix

Client 2 Gender

Client 2 Social Security Number

Note: This information is stored encrypted and will not be emailed.

Client 2 Phone

Client 2 Email

Photo ID for Client 1 or drag files here.
Please provide a copy of your valid government-issued photo ID by clicking the upload button above or by ShareFile at upload.carolinafep.com

Do you have children?