The Ala Firm
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Forms
Consultation questionnaire
Last will and testament
Financial power of attorney (POA)
Medical power of attorney (POA)
Trust agreement – Married couple
Individual pour-over trust
Guardianship election for minors
Living will
Consultation questionnaire
General Information
Information about you
Husband's Name
First
Middle
Last
Please enter the husband’s full legal name exactly as you wish it to appear in your estate documents. Please do not use “all caps.”
Wife's Name
First
Middle
Last
Please enter the wife’s full legal name exactly as you wish it to appear in your estate documents. Please do not use “all caps.”
Address of Primary Residence
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
County (not Country!)
What county is your primary residence located in?
Do you have additional real estate?
Yes
No
Please list the address of all real estate that you own.
Street Address
City, State, Zip
County
Click on the “+” button to add additional rows.
Do you have children?
Yes
No
Please identify for each child:
*
Full Name (First Middle Last)
Date of birth
Click on the “+” button to add additional rows
Do any of your children have special needs or disabilities?
Yes
No
Please describe.
Do you have any pets?
Yes
No
Do you wish to specify who will care for your pets?
Yes
No
Comments
This field is for validation purposes and should be left unchanged.
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