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Omaha, NE Estate Planning Attorney

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Estate Planning Pre-Consultation Form

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1Your Information

2Your Spouse/Partner

3Children

4Additional Information

Please complete this form to help make your meeting more impactful.
Your Information
Your First Name *(Required)
Your Middle Initial/Name
Your Last Name(Required)
Date of Birth *(Required)
Marital Status(Required)
Client Gender(Required)
Email Address(Required)
Your Phone Number(Required)
Your Number Description(Required)
Address Line 1(Required)
Spouse/Partner's Address Line 2
City(Required)
County(Required)
State *(Required)
Zip Code(Required)

Spouse/Partner Information
Spouse/Partner’s First Name
Spouse/Partner’s Middle Initial
Spouse/Partner’s Last Name
Spouse/Partner’s Date of Birth
Spouse/Partner's Marital Status
Spouse/Partner's Gender
Spouse/Partner’s Email Address
Spouse/Partner's Phone Number
Spouse's Phone Number Description
Spouse/Partner's Address Line 1
Spouse/Partner's Address Line 2
Spouse/Partner's City
Spouse/Partner's State
Spouse/Partner's Zip Code

Children Information
How many children do you and your spouse/partner have?(Required)
How many deceased children do you and your spouse/partner have?(Required)
Deceased Child 1
Child 1 Legal First Name(Required)
Child 1 Legal Last Name(Required)
Child 1 Date of Birth(Required)
Child 1 Gender(Required)
Child 1's Parent(s)(Required)
Was Child 1 Married?(Required)
- Yes
- No
Child 1's Children(Required)
Deceased Child 2
Child 2 Legal First Name(Required)
Child 2 Legal Last Name(Required)
Child 2 Date of Birth(Required)
Child 2 Gender(Required)
Child 2's Parent(s)(Required)
Was Child 2 Married?(Required)
- Yes
- No
Child 2's Children(Required)
Child 1
Child 1 Legal First Name(Required)
Child 1 Legal Last Name(Required)
Child 1 Date of Birth(Required)
Child 1 Married?(Required)
- Yes
- No
Child 1 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 1 Phone(Required)
Child 1's Parent(s)(Required)
Child 1's Children(Required)
Child 2
Child 2 Legal First Name(Required)
Child 2 Legal Last Name(Required)
Child 2 Date of Birth(Required)
Child 2 Married?(Required)
- Yes
- No
Child 2 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 2 Phone(Required)
Child 2's Parent(s)(Required)
Child 2's Children(Required)
Child 3
Child 3 Legal First Name(Required)
Child 3 Legal Last Name(Required)
Child 3 Date of Birth(Required)
Child 3 Married?(Required)
- Yes
- No
Child 3 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 3 Phone(Required)
Child 3's Parent(s)(Required)
Child 3's Children(Required)
Child 4
Child 4 Legal First Name(Required)
Child 4 Legal Last Name(Required)
Child 4 Date of Birth(Required)
Child 4 Married?(Required)
- Yes
- No
Child 4 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 4 Phone(Required)
Child 4's Parent(s)(Required)
Child 4's Children(Required)
Child 5
Child 5 Legal First Name(Required)
Child 5 Legal Last Name(Required)
Child 5 Date of Birth(Required)
Child 5 Married?(Required)
- Yes
- No
Child 5 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 5 Phone(Required)
Child 5's Parent(s)(Required)
Child 5's Children(Required)
Child 6
Child 6 Legal First Name(Required)
Child 6 Legal Last Name(Required)
Child 6 Date of Birth(Required)
Child 6 Married?(Required)
- Yes
- No
Child 6 Gender(Required)
Address(Required)
Street Address Address Line 2 City State Zip Code
Child 6 Phone(Required)
Child 6's Parent(s)(Required)
Child 6's Children(Required)
Additional Children Information
Enter Additional Children Information(Required)

Additional Information
How did you hear about our office?
Please Specify
Please Specify
My estate has the following assets:
- Business/Partnerships
- Certificates of Deposit
- IRA/Retirement Plans
- Life Insurance
- Real Estate
- Stocks, Bonds, Mutual Funds
- Other
Please check one of the following boxes:(Required)
- I am ready to proceed with the creation of my plan.
- My loved one is already in a nursing home, I am ready to proceed with a plan.
- I am not interested in creating a plan at this time. I’m here for general information only.
- I need the following questions answered before I am ready to proceed with the creation of my plan:
Enter Additional Questions(Required)
Approximate gross value of my estate
I have concerns about a Special Needs family member:
- Yes
- No
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.”)
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.”)
Make sure there’s a written plan to handle my affairs
Please enter a number from 1 to 10.
Make sure Nursing Home costs don’t use up all my assets
Please enter a number from 1 to 10.
Make sure my wishes are honored regarding life support decisions
Please enter a number from 1 to 10.
I want to minimize all Death Taxes
Please enter a number from 1 to 10.
After my death, make sure my estate stays with my children if they get divorced
Please enter a number from 1 to 10.
Protect my life insurance from Death Taxes
Please enter a number from 1 to 10.
Protect my estate if my spouse gets remarried after my death
Please enter a number from 1 to 10.
After my death, protect my estate from my children’s creditors
Please enter a number from 1 to 10.
Protecting my special needs child after my death
Please enter a number from 1 to 10.
Funeral planning for my final arrangements and to make it easier for my family
Please enter a number from 1 to 10.
Texting Permission
- I agree to receive texts at the number provided from Lee Law Office. Frequency may vary and include information on appointments, events, and other marketing messages. Message/data rates may apply. To opt-out, text STOP at any time.

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