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ESTATE PLAN INTAKE AND AGREEMENT FORM TRUST LEGAL GROUP 25950 Acer #310 Mission Viejo, California 92691 9493542323 www.TrustLegalGroup.com PLEASE READ: This worksheet is universal for all clients

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7. If necessary, review the completed form with a trusted individual or seek professional assistance to ensure its accuracy and compliance with any specific regulations or guidelines.
8. Once you are satisfied with the filled form, submit it according to the instructions provided. This may involve mailing it to a specific address, submitting it online, or hand-delivering it to the relevant authority.

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