Client Intake Form

Thank you for your interest in working with Lawberg. This brief intake helps me understand your situation and determine how I can best serve you. After reviewing your submission, I'll email you a detailed questionnaire. Once completed, you'll receive a calendar link to schedule your 30-minute consultation (Mon/Wed).

Contact Information

Full Name * Email Address * Phone Number * County (Florida) *

Your Situation

Who is this planning for? * Current Planning Documents (check all that apply)

Will

Trust

Durable Power of Attorney (DPOA)

Healthcare Surrogate Designation

Living Will

None of the above

Service Needed

What brings you to Lawberg? * Approximate liquid/retirement assets Timeline/Urgency *

Additional Information

Please briefly describe your situation and what you hope to accomplish How did you hear about Lawberg?

Your information is secure and confidential. Submitting this form does not create an attorney-client relationship. After review, you'll receive an email with a detailed questionnaire and next steps.