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Keith Wells
Amber Hunt
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(855) 486-3629
Intake Form BRONZE+
Step 1 of 3
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PLEASE ANSWER ALL QUESTIONS - ALL INFORMATION IS STRICTLY CONFIDENTIAL
How did you hear about us?
Your Personal Information
Full Legal Name
*
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
Prefix
First
Middle
Last
Suffix
Sex
*
Male
Female
Name used on legal documents
*
Marital Status
*
Single
Married
Separated
Divorced
Widowed
Citizen
*
US
Alien || Resident OR Nonresident
Address or PO Box
*
Street Address
City
State / Province / Region
ZIP / Postal Code
Phone
*
Email
*
Spouse/Domestic Partner Information
Full Legal Name
*
Mr.
Mrs.
Miss
Ms.
Dr.
Prof.
Rev.
Prefix
First
Middle
Last
Suffix
Sex
*
Male
Female
Name used on legal documents
*
Date of marriage
*
Date Format: DD slash MM slash YYYY
Citizen
*
US
Alien || Resident OR Nonresident
THIS UNIQUE TRUST IS AN ATTORNEY-PREPARED TRUST PROVIDED TO INDIVIDUAL CLIENTS TO ASSIST IN PLANNING FOR NFA FIREARMS ONLY. THIS TRUST DESIGN INTENTIONALLY PROVIDES ONLY A LIMITED NUMBER OF CUSTOMIZATIONS TO KEEP THE COST DOWN. DISCUSS CUSTOMIZATION SERVICES OR A TRUST UPGRADE WITH ONE OF OUR ATTORNEYS, ESPECIALLY IF YOU DESIRE A JOINT TRUST WITH A SPOUSE OR DOMESTIC PARTNER.
Trust Design
Name of trust
*
Many clients add words such as Gun, Firearm(s), or Armory in the title. (This is recommended but not required.)
Date to be signes
Date Format: MM slash DD slash YYYY
Leave blank if unknown
Check only one
*
Creation of New Bronze Trust
Restatement of Existing Bronze Trust; please provide a copy of the Existing Trust
Family Information
Untitled
*
I have no children.
I have children
List their names below
Attach an additional sheet if necessary.
Payment Information
What type of payment do you plan on using?
*
VISA
MasterCard
Check
(If you are attending a group event, please pay by credit card only)
Name on card
Billing Address
Street Address
City
State / Province / Region
ZIP / Postal Code
Card Number
Expiration Date
Date Format: MM slash DD slash YYYY
CVV Code (3 digits on back)
YOUR CREDIT CARD WILL BE CHARGED FOR ANY POSTAGE FEES INCURRED.
Have a Question or Need More Information?
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