Initial Matter Intake

Short qualification form for trust, estate, guardianship, conservatorship, and related fiduciary matters.

Test page version. Do not enter Social Security numbers, passwords, or full account numbers here.

1. Your name

2. Phone and email

3. Name of client, decedent, protected person, or trust

4. Your relationship to the matter

5. Type of matter

6. Briefly describe what help is needed

7. Known court dates, notices, deadlines, or urgent risks

8. Court case, county, or case number if any

9. City, state, and county connected to the matter

10. Key people, attorneys, fiduciaries, or disputed parties

11. Asset picture

12. Major liabilities or creditor issues

13. Associated trusts, accounts, entities, or financial institutions

14. Documents currently available

Will or codicil Trust documents Court papers Death certificate Financial statements Property deeds or titles Tax returns Medical or insurance records

15. Preferred contact method and best times

Compass Fiduciary Group, LLC