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Intake Form for Will Plans

Personal and Family information Form

Please complete and click submit.
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Please enter a number from 1 to 6.
  • Contact information
  • Contact information
  • Name, relationship, phone and address of your first and second trustees for any trusts created by your will. If your spouse will be your first choice please indicate. Please note, when the trust is for the benefit of minor children, some people may name the guardian as trustee, however, you may name someone else if you would like.
  • Name, relationship, phone and address of first and second trustees for any trusts created by your spouse's will. If you will be the first choice for your spouse please indicate. Please note, when the trust is for the benefit of minor children, some people may name the guardian as trustee, however, you may name someone else if you would like.
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Contact Information


445 Central Ave, Suite 112 Cedarhurst, NY 11516
Phone: (516) 342-3756, Fax: 516-342-3730
Email: info@rappslaw.com

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