CA Bar #249708DRE #02118273Insurance Lic #4004589M–F 9–6

LAESQUIRE · Confidential client intake

Will Package

Will, durable power of attorney and advance healthcare directive for one person.

Questions while you fill this in? Call 818-714-1789 (M–F 9–6).

Your answers stay on this device until you press send. They are saved locally as a draft so you can stop and come back. Prefer not to type an identifier such as a Social Security number? Leave it blank and give it to us by phone — the intake still works without it.

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Personal Information

Your legal name, contact info, and family background.

🔒 Optional here. Prefer to share by phone? Call 818-714-1789.