Papola Law LLC — Client Portal

Primary Client Information

Please complete all fields as accurately as possible. Required fields are indicated.

👤 Full Name

Prefix (optional)

First Name *

Suffix (optional)

Middle Name (optional)

Last Name *

Preferred Name (optional)

Also Known As (AKA) (optional)

Gender *

📋 Personal Details

Date of Birth *

Status *

Marital Status *

US Citizen? *

Yes No

US Resident?

Yes No

Blind?

No Yes

Disabled?

No Yes

Date of Death

Place of Death — Street

City

State

Country

County

📞 Contact Information

Home Email

Home Phone

Mobile Phone

🏠 Home Address

Street Address

City

State

Zip Code

County Name only — no need to write "County"

Country

💼 Employment & Financial

Employment Status

Employer

Estimated Net Worth (optional)

📝 Additional Notes (optional)

Spouse / Partner Information

Complete this section if you are married or have a life partner.

Children

Add each child individually. Include stepchildren or children from prior relationships and indicate their parentage.

People to Act for You

Please designate the individuals you trust to make important decisions on your behalf. We recommend naming at least one backup for each role.

Planning Questions

Please answer the following Yes or No. If your answer is Yes, a text box will appear for you to provide details.

Your Assets

Please select all asset types that apply to you. You will be asked for details on the next page.

☑ Select All That Apply

Asset Details

Please provide details for each asset type you selected.

Distributing Your Property

Please tell us how you would like your property distributed.

🎁 Specific Gifts

Would you like to make specific gifts of real estate, personal property, or cash to individuals or charities? Please add a description of the specific gifts you would like to make and indicate the individual or charity to receive each gift.

👨‍👩‍👧‍👦 Children and Other Beneficiaries

We would like to give our property to the following:

Our children equally Named individuals or charities We do not know at this time

🔗 Remote Contingent Beneficiary

A remote contingent beneficiary receives your property only if all of your primary and other named beneficiaries predecease you. This is an unlikely scenario, but having one named ensures your property does not pass through intestacy.

Per the laws of New Jersey intestacy (property passes to my nearest surviving relatives as determined by NJ law) Named individuals or charities

📝 Additional Information

Is there any additional information that you wish to discuss with your attorney?

Review & Submit

Please review your information before generating your files.

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Estate Planning Intake