×
×
Pay Invoice
Trust Payment
651 484 4412
≡ Menu
Menu
Call

Estate Planning Intake Form

Home  |  Estate Planning Intake Form

Prepare for the Future of Your Company

Prepare your estate planning with Minnesota Construction Law Services. We will help you create your will, power of attorney, final documents, healthcare directives, and other documents.

This field is for validation purposes and should be left unchanged.
Family Facts
Marriage Information
Have you and your spouse signed a premarital agreement?

If Yes, Please upload a copy of that agreement

Have you or your spouse been divorced?

If Yes, Please upload a copy of the divorce decree(s)

Have you ever lived in a community Property State?
If Yes, please select the states that you have lived
Children

Please list ALL children, including deceased children and children born out of wedlock.
Please identify any child who is not a natural or adopted child of both you and your spouse.

Add more
FINANCIAL FACTS

Estate Tax Exemption
Federal Exemption - $11.8 Million
Minnesota Exemption - $3.0 Million
Wisconsin Exemption - Does not have an estate tax

Do you think your estate is large enough that we need to consider estate taxes?
Financial Advisor(s)
Do either of you expect an inheritance in the future?
Will any member of your immediate family require special treatment (e.g., someone with physical or mental disabilities)?
Will anyone, other than small children be dependent on you in the future?
Have you or someone acting on your behalf created any trusts?

If yes, please upload a copy of the trust agreement(s) with a schedule of assets.

Are you, your spouse, and/or any of your children currently a beneficiary of a trust?
Have you and/or your spouse individually made any gifts over $15,000 in any one year to one individual
Have gift tax returns ever been filed?

If yes, please upload a copy.

Do you or your spouse own any interest in a business whose stock is not publicly traded (e.g. small corporations, partnerships, LLC's, Investment Groups, etc.)
DISTRIBUTION OF YOUR ESTATE

We do not share any client data with third parties. Your personal information is kept confidential and is not disclosed to any outside organizations, except as required by law or with your explicit consent.

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message from Minnesota Construction Law Services. Message frequency may vary. Message & data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy

hm-contact-logo-img

Providing large law firm
capabilities at the individual level

Let us prove that value is a result of experience, not size
Contact Us Today

Contact Us

Fields Marked With an “*” are Required

"*" indicates required fields

This field is for validation purposes and should be left unchanged.
Disclaimer | Privacy Policy
I Have Read The Disclaimer*

We do not share any client data with third parties. Your personal information is kept confidential and is not disclosed to any outside organizations, except as required by law or with your explicit consent.

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message from Minnesota Construction Law Services. Message frequency may vary. Message & data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information. See our Privacy Policy

The mission of Minnesota Construction Law Services is simple, we want to help you build and protect your business. We give you practical solutions, ones that will grow your business, not pad our wallet.

Quick Links

Contact Us

Address

3030 Centre Pointe Dr.
Ste 100
Roseville, MN 55113

Quick Links

Social



Linkedin
Instagram

Copyright 2025 Minnesota Construction Law Services. All rights reserved.

Disclaimer | Site Map | Privacy Policy.

Digital Marketing By: rizeup media logo