"*" indicates required fields
Step 1 of 4
To facilitate a comprehensive understanding of your family's specific situation, we kindly request your cooperation in completing the questionnaire to the best of your ability. It is essential that this form be completed on behalf of the individual seeking our services. For instance, if you are reaching out on behalf of a parent(s) or someone in need of care, please ensure that you fill out the form on their behalf.
Please rest assured that the information you provide serves the exclusive purpose of enhancing your relationship with Hook Law and will be handled with the utmost privacy and confidentiality. Furthermore, your completed questionnaire will be submitted through a secure and encrypted channel to ensure the highest level of data protection.
If a field does not apply, leave blank.
IF MARRIED include all individual and joint assets.
If you are working with us for an estate administration matter, list the assets of your deceased family member
If a field does not apply to you, leave blank.
If you are working with us for a guardianship matter, list the assets of your incapacitated family member
Click on the (+) to add more properties.
Click on the (+) to add more businesses.
Click on the (+) to add more automobiles.
Click on the (+) to add more bank accounts.
Click on the (+) to add more investment accounts.
Example Account Types: Credit Cards, Medical, Tax Liens, Student Loans, etc.
Click on the (+) to add more unsecured debts.
Other assets may include art, collectibles, intellectual property, etc.
Click on the (+) to add more assets.
Click on the (+) to add more life insurance policies.
*Type of policy - Term, Universal, Whole Life, or other. You may also type "unknown" if you are not sure.
Click on the (+) to add more insurance policies.
*Type of Policy - Long-Term Care, Disability, Umbrella, Personal Liability, etc.
Do not use this field to submit health insurance information.
IMPORTANT: Click on the (+) to add other monthly income sources
*Recipient - Type Wife, Husband, or yours or your partner's name to indentify who is receiving the other income.
By submitting this form, I understand that the law firm and its individual lawyers will rely on this information when making recommendations.