Harlow & Cole Estate Law
Estate Planning  ·  Wills & Trusts  ·  Probate & Trust Administration  ·  Elder Law
(555) 010-4200
123 Heritage Plaza, Suite 400

Client Intake

Let's gather your information

Before your planning meeting, we need some background on your family, your assets, and your wishes. Choose whichever of these paths fits how you like to work — there's no wrong answer.

Option 1

Download & fill the form

Download our fillable questionnaire. Print it and fill it out with a pen, or type your answers directly into it on your computer — whichever you prefer.

Download the form
Option 2

Simple online form

Fill out a secure web form at your own pace. Your answers are saved directly to our system — no downloading, printing, or emailing anything.

Start online form
Option 3 · Recommended

Guided walkthrough

A short, friendly conversation that adapts to your answers as you go and asks about anything that's missing — no legal jargon, no blank stares at a form.

Start guided walkthrough

Questions about any of this? Call us at (555) 010-4200 or reply to the email that brought you here.