Estate Planning

Simple, Secure, and Guided Estate Planning

Planning your estate doesn’t have to feel overwhelming. Whether you're setting up a living trust for the first time or updating your existing plan, the first step is completing a simple New Client Submittal Form, that helps the estate planning team understand your needs, family structure, and goals.

This process is designed to be straightforward. You can complete the form at your own pace, or if you prefer, I offer guided assistance to help ensure everything is filled out clearly and submitted properly.

Begin your estate planning intake below.

Start Here

To ensure your request is properly processed and assigned, please begin with the Estate Planning Submittal Form.

This step helps connect you with the appropriate team and allows me to assist you throughout the process.

Estate Planning Submittal Forum

¿ Prefiere Español?

Para asegurar que su solicitud sea procesada y asignada correctamente, por favor comience con el Formulario de Planificación Patrimonial.

Este paso ayuda a conectarlo con el equipo adecuado y me permite asistirle durante todo el proceso.

Forma de Planificación Patrimonial

Already Started?

If you’ve already been instructed by Ameri-Estate or are continuing your process, you may complete the full intake form below.

If applicable, please include Jaime Gonzalez as your referring notary.

Download & Fill Intake Form

How to Complete the Form

Option 1:

You can complete this form on your computer (Recommended):

Click “Download & Fill Intake Form”
Click the Download button first
Open the file using Adobe Acrobat Reader or your PDF viewer
Fill in the form fields &dropdowns
Save the completed form
Click "Submit Completed Form" & attach your file

No printing is required.

Option 2:

Print & Complete by Hand:

Download and print the form
Fill it out clearly using blue or black ink
Scan or take clear photos of all pages
Email the completed form using the “Submit Completed Form” button

Submit Completed Form

Need Help Completing the Form?

If you prefer, I can guide you through the form step-by-step and ensure everything is filled out clearly before submission.

This is especially helpful for:

First-time estate planning clients
Families with multiple beneficiaries
Anyone who wants a smoother, stress-free process

Note: I can help you fill out the form, but I can’t advise on what to choose. The attorney will guide you on those decisions.

Disclaimer: I do not provide legal advice. An attorney will review and advise on your selections.

Give Me a Call

What Happens Next?

After submitting your form:

You’ll receive a call from the Ameri-Estate team
They’ll review your information and discuss your options
An attorney will guide you through the next steps
Once documents are prepared, I’ll assist with notarization

Page updated

Google Sites

Report abuse