3675 Crestwood Parkway, Suite 400

Duluth, GA 30096

Phone: 678-306-6381

Natalie@NataliePhanLaw.com

Wills, Trusts, Power of Attorney, Advance

Directive for Health Care

Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form in its entirety.

Privacy Policy

All information received from a client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 128-bit SSL encryption.

If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

PART 1: INFORMATION ABOUT YOU (THE PERSON WHO NEEDS THE DOCUMENTS)

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NOTE: If you are NOT the person who needs the documents, we will need to speak to the person who needs the documents AT the consultation.

Contact information

Prefix

First name *

Middle name

Last name *

Date of birth

Company

Emails

Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

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Addresses

Street address

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City

State/Region

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Phone numbers

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Type

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- Select All Preferred Contact Method

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PART 2: REQUESTS FOR LEGAL SERVICES

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- Check all the documents you are interested to discuss with Attorney Phan

- Do you have an existing will?

Yes

- Do you have an existing trust?

Yes

- Do you have an existing Power of Attorney (POA) or Advance Directive for Health Care (ADHC)?

Yes

- Do you own a business?

Yes

- Are you currently married?

Yes

- What is your current immigration / citizenship status?

- Do you have joint / shared assets with any person who is not your spouse?

Yes

- Do you have children?

Yes

PART 3: GENERAL WISHES / QUESTIONS

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- What are your general wishes for your Will, Trust, Power of Attorney, and Advance Directive for Health Care?

- Are there any questions or concerns that you have about the Will, Trust, Power of Attorney, and Advance Directive for Health Care?

- How did you hear about our law firm?

If you are not sure, choose the last option, Other (not listed above).

THANK YOU

NOTICE: By clicking the submit button, you acknowledge that you have read and hereby accept the above privacy policy regarding the use of your personal information. You acknowledge that this form does not create or constitute an attorney-client relationship with Natalie Phan Law, LLC.

Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your case. We will contact you as soon as possible with any updates.

Please click the SUBMIT button below when you have finished answering all questions.