(208) 287-4433|info@legalgrp.com
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(208) 287-4433info@legalgrp.com

Client Forms

Completing the appropriate worksheet before your consultation helps our attorneys understand your situation in advance — so we can focus your meeting on strategy, questions, and next steps rather than gathering basic details.

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Getting Started.

Before Your First Appointment

  • 1 Select the worksheet that matches your situation — Married or Individual.
  • 2 Download the PDF and complete it at your own pace, with access to your financial and personal records.
  • 3 Bring the completed form to your scheduled appointment with Intermountain Legal Group.
A note on confidentiality All information you provide on these worksheets is protected by attorney-client privilege and treated with the strictest confidence. Your completed forms help our legal team prepare a plan tailored precisely to your needs.
Client Forms.

Estate Planning
Worksheets

Choose the worksheet that applies to your situation and download the PDF to complete before your appointment.

For Couples
Married Estate Planning Worksheet

Designed for married couples planning their estate together. This worksheet guides you through both spouses' personal information, assets, liabilities, beneficiary designations, and wishes — so our attorneys can craft a coordinated plan that protects both partners and your family.

  • Personal information for both spouses
  • Joint and individual asset inventory
  • Beneficiary and guardian designations
  • Healthcare and financial power of attorney preferences
  • Specific distribution wishes and special instructions
PDF Format Free Download
Married Estate Planning WorksheetPDF · 332 KB
For Individuals
Individual Estate Planning Worksheet

Tailored for individuals planning their estate on their own. This comprehensive worksheet helps you organize your personal information, financial picture, and end-of-life wishes so our team can build a thorough, personalized estate plan that reflects your unique circumstances.

  • Personal background and contact information
  • Complete asset and liability inventory
  • Beneficiary preferences and designations
  • Healthcare directive and power of attorney preferences
  • Distribution instructions and special requests
PDF Format Free Download
Individual Estate Planning WorksheetPDF · 320 KB
Common Questions

Worksheet FAQ

Have questions about how to complete your form or what to bring? Below are answers to the most common questions. If you need further assistance, our team is happy to help before your appointment.

Need Help?

Contact our office and a team member will walk you through the form process.

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Which worksheet should I download — Married or Individual?
If you are married and planning your estate jointly with your spouse, download the Married Estate Planning Worksheet. If you are planning your estate as a single individual — whether you are unmarried, divorced, widowed, or simply prefer to plan independently — download the Individual Estate Planning Worksheet. Both forms are available above as free PDF downloads.
Do I need to complete the worksheet before my appointment?
We strongly encourage you to complete your worksheet before your consultation. Arriving prepared allows our attorneys to use your appointment time more efficiently — focusing on planning decisions and answering your questions rather than collecting routine information. If you are unable to complete the form in advance, please bring it with you and we can work through it together.
What information will I need to gather to complete the worksheet?
You will generally need your personal identification details, information about your assets (real estate, bank and investment accounts, retirement accounts, life insurance policies, vehicles, and other property), any existing liabilities, names and contact details for potential beneficiaries, and the names of individuals you would consider for guardian, trustee, or power of attorney roles. Take your time — the more complete your responses, the more tailored your estate plan can be.
Is it safe to share this information with Intermountain Legal Group?
Absolutely. All information shared with our firm in connection with legal representation is protected by attorney-client privilege. Your personal and financial details are treated with the utmost confidentiality and used solely to prepare your estate plan. We are committed to maintaining the highest standards of client privacy.
Can I submit the completed worksheet electronically?
Please contact our office for guidance on how to securely submit your completed worksheet prior to your appointment. We can advise you on the best method for sharing your information safely. Alternatively, you are always welcome to bring a printed copy to your consultation.
What if I'm not sure how to answer certain questions on the form?
Leave any questions blank that you are unsure about, and make a note of them to discuss during your appointment. Our attorneys are experienced at guiding clients through these decisions. No prior legal knowledge is required — the worksheet is designed to be completed by everyday clients, not lawyers. Your consultation is the right time to work through anything unclear.
Why It Matters.

Prepared Clients Get
Better Plans

A completed worksheet gives our attorneys a clear picture of your situation — enabling precise, thoughtful estate planning from your very first meeting.

More Productive Appointments

When basic information is already in hand, your consultation time is spent on decisions and strategy — not on gathering routine details. Every minute of your appointment works harder for you.

Plans Tailored to Your Life

The depth of information you provide directly shapes the quality of your estate plan. The more our attorneys know about your assets, relationships, and wishes, the more precisely they can structure your documents.

Nothing Left Unaddressed

Completing the worksheet in a quiet, unhurried environment helps ensure you don't overlook important assets or decisions. Arriving prepared means fewer gaps — and a more complete, durable estate plan.

Ready to Schedule Your Consultation?

Once you've downloaded and completed your worksheet, contact Intermountain Legal Group to book your estate planning appointment. Our team will review your completed form in advance so your attorney arrives to the meeting fully prepared.

Schedule an Appointment