Please complete the Confidential Estate Planning Intake Form as thoroughly as possible. The information you provide allows us to assess your specific needs and create a comprehensive plan that protects you, your family, and your assets.Download Form
Please complete the Confidential Business Planning Intake Form as thoroughly as possible. The information you provide allows us to assess your specific needs and create a comprehensive plan that protects your business and assets.Download Form
Please complete the Trust Administration Intake Form as thoroughly as possible. The information you provide allows us to assess your specific needs and create a comprehensive plan that protects your business and assets.Download Form
Our Firm acknowledges the information you provide in this Estate Planning Intake Form is highly confidential.
We collect various information about you from this form and from our consultations. You can be assured that all of the information that you share with us will stay private and confidential
Evans & Davis does not disclose, sell, trade, exchange, or otherwise provide any information regarding your family or your assets to any third parties unless specifically authorized by you or required by applicable law.
Our Firm restricts access to non-public personal information about you to those employees of our law firm who need to know the information in order to provide legal services to you. We maintain physical, electronic, and procedural safeguards to protect your confidential information.
Sometimes clients choose to include family members, loved ones, and/or advisors in the planning process. You are welcome to make that decision if you are so inclined. However, it is important to remember that the attorney-client privilege, which protects the confidentiality of what is discussed, extends only between the attorney and the client. As a general rule, we would expect to meet with you individually or as a couple before family members or others are involved.
We rely on the information you provide to us in order to advise you regarding what we believe to be the most appropriate estate planning arrangements for your circumstances. By filling out this form, we consider your information to be accurate and complete.
Conflicts Of Interest
In the legal profession, it is generally unusual to represent more than one person as a party to any legal matter. Nevertheless, the nature of estate planning suggests that since spouses or partners usually have common goals, shared assets, and similar objectives, spouses or partners can sometimes act as a single client.
If you are single or if you do not share the same goals and objectives as your significant other, it is important that you have independent counsel. Likewise, if a significant difference of opinion or a conflict occurs with your significant other after we have initiated representation, our Firm will be forced to stop the process and attempt to resolve that difference. In difficult situations, it may be necessary for our Firm to withdraw, and to advise you both to seek separate counsel.
Quality estate planning requires a complete review of your financial information and a candid discussion of your personal circumstances, needs, goals, and desires. Estate planning documents implemented through the planning process usually have significant legal and tax consequences. Prior to your initial appointment, we will review the information provided. As a courtesy to you and your professional advisors, we will not bill for that time nor the time for a consultation appointment. We generally bill on an hourly rate for your initial consultation after the first hour unless other arrangements have been made.
After our initial meeting, we will provide you an outline of our recommended course of action along with the related fees based on complexity. At that time, we can usually provide a flat transactional fee amount for the entire estate plan.
If for any reason you need to change or cancel your initial appointment or any subsequent appointment, please notify us at least 48 hours ahead of time.
In all cases, the Firm’s legal representation will not commence until the dual execution of a Contract for Legal Services by the Client(s) and the Firm, as well as receipt of your professional fees for the services rendered.