Living Trust: Client Intake Form for Drafting Plan DescriptionReviews This is an internal form utilized when meeting with a prospective client to design their estate plan and will be followed when the plan goes to word processing for drafting. Leave a Review cancel replyIf you have purchased this product and would like to leave a review for others, please comment below. Comment Name Email Website Save my name, email, and website in this browser for the next time I comment.
