Intake Worksheets

Your Intake Worksheet will assist us in getting to know a bit more about you and your goals prior to our consultation, so we're better prepared to discuss the best plan for your situation. 

You can read more about our approach + philosophy to the Planning Process here:

PB Law | Our Planning Process

As a convenience, we accept online payments via our firm's secure LawPay payment portal: 

PB Law | LawPay Portal

Questions?  If you need help selecting the appropriate intake worksheet, we are here to help!  Please call our office at (702) 997-5701, or contact us online. 

Estate Planning Intake Worksheet | Single Grantors
Prospective Estate Planning Clients | Single Grantors

Estate Planning Intake Worksheet- Married + Reg Domestic Partners
Prospective Estate Planning Clients: Married (and/or Registered Domestic Partners)

Business Planning Intake Worksheet- Single
Prospective Business Planning + LLC Clients: Single or Sole Owner

Business Planning Intake Worksheet- Multiple Parties
Prospective Business Planning + LLC Clients: Married | Joint | Multiple Owners

Estate Planning Updates Worksheet- Single
For Existing PB Law Clients Update Meeting | Single

Estate Planning Updates Worksheet- Married | Joint
For Existing PB Law Clients Update Meeting | Married or Partnered

Probate, Trust, and Estate Admin Intake Worksheet
Prospective Clients: Probate | Trust Administration | Estate Litigation

© 2024 Phillips Ballenger, PLLC | Disclaimer
3605 S Town Center Dr, Suite B, Las Vegas, NV 89135
| Phone: 702-997-5701

Our Practice Areas | Estate Planning | Revocable Living Trusts | Wills vs. Trusts | Advanced Estate Planning | Trust + Estate Planning FAQs | Asset Protection + Nevada Asset Protection Trusts | Premarital + Postmarital Agreements | Business Formation + Planning | Business Succession Planning | Nevada Probate | Nevada Probate, Estate + Trust Litigation | | Our Process | About Us

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