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