Intake form | LegatumLegalOK

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Call Us : 405.654.1390

SCHEDULE CONSULTATION

Life & Legacy Planning Session Intake

IMPORTANT. PLEASE READ: Check the box below if you have had a 15 min call w/ Sarah or Rob (B) attended an event or (C) received this link directly from someone in our office. If you have not, please schedule a 15-min call beforehand to make sure we are the right law firm for you.

To schedule a 15 min call, please click here:

Phone

You will receive a text message reminder before your appointment

I have read the important note above. If one or multiple A-C options apply *Click Here *

Street

City

State

Zip Code

Interested in (select all that apply) *

Estate Planning

Business Formation/Wrap up

Prenuptial Agreement

Other

Marital Status

Spouse's First Name (if applicable)

Spouse's Last Name (if different)

Do you have minor children?

Yes

Do you have assets over $100k?

Yes

Are you a homeowner/property owner?

Yes

Are you a business owner?

Yes

How did you hear about us? Select all that apply.*

Chamber of Commerce

Facebook

Google/Internet Search

Referral / Friend / Word of Mouth

In-Person Event

Other

Please share more on how you heard about us (who referred you, name of event, etc.)

Check if you are filling this out on behalf of someone else such as a parent or loved one.

First name of whom the Estate Planning is for (If on behalf of someone else)

Last name of whom the Estate Planning is for (If on behalf of someone else)

If married: I will ensure both of us attend the appointment together. If both of us cannot attend together, I understand that the $750 fee for this session cannot be waived and will be due at the beginning of the session. *

I agree to complete the Estate Planning Prep Homework in advance of my Legal Life Planning Session. I understand that by completing the homework ahead of time, the $750 fee for this meeting is waived. *

I agree to contact your office at least 3 days prior if, for any reason, I need to reschedule or cancel my appointment. *

I understand that by making the commitments above, the $750 planning session fee is waived. If I fail to keep any of my commitments above, I understand that the cost of this appointment will be due before my appointment. *

I understand that my contact information will be added to the Legatum Legal OK email list. *

Thanks for booking!

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Accessibility statement

Disclaimer: No information or materials posted here are intended to constitute legal advice, and is not applicable to any specific set of facts, especially as to any individual's personal situation. The information contained herein, nor the perusal of it, does not establish nor constitute an attorney-client relationship with Sarah M. Ventris, Legatum Legal Oklahoma.