KVasquez LawBrickell · Miami
Consultation
Brickell · Miami · Licensed FL · NC · DC · Bilingual EN · ES
(305) 359-7522 karina@kvasquezlaw.com
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Estate Planning Intake

A confidential five-step questionnaire so Karina can prepare for your complimentary call. Everything you share stays between us.

Before the call

Context That Makes the First Call Productive

Karina personally reviews every estate planning inquiry. The questions below help her understand whether your matter calls for a will, a trust, post-death administration, asset protection, or a multi-state structure before she gets on the phone with you. Most clients finish in about four minutes.

You'll hear back within one business day to schedule a complimentary twenty-minute introductory call.

Estate Planning Intake
Step 1 of 5

What brings you here?

We start by understanding the goal so we can match the conversation to your situation.

Step 1 / 5

Your family situation

These questions help determine which structures are appropriate. Anything that does not apply can be left blank.

Step 2 / 5

Approximate net worth

We ask because the planning tools differ above and below the federal estate tax exemption ($13.61M in 2025). All information stays confidential.

Step 3 / 5

Tell us more about your situation

What's prompting the conversation right now? A diagnosis, a sale, a death, a marriage, anxiety about probate, anything. The more we know, the better the first call will be.

Everything you share is confidential and protected by attorney-client communication privilege once representation begins.
Step 4 / 5

How can Karina reach you?

She'll personally review your inquiry and reach out within one business day to schedule the complimentary 20-minute call.

Step 5 / 5
✓

Your information has been sent to the firm.

Karina personally reviews every inquiry and will reach out within one business day to schedule a complimentary introductory call. If your matter is time-sensitive, please call (305) 359-7522.

Georgetown Law · Admitted in Florida, North Carolina & D.C.
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Attorney Advertising. Karina A. Vasquez, Esq., Florida Bar No. 1025744, is responsible for this website. KVasquez Law is the trade name of KVasquez Law, PLLC, 1200 Brickell Avenue, Suite 1950, Miami, Florida 33131. By appointment only. No attorney-client relationship is formed by using this site, submitting a form, booking a call or sending a text or email. Past results do not guarantee a similar outcome.

Karina A. Vasquez, Esq. is admitted to practice in Florida, North Carolina and the District of Columbia. Federal tax matters are handled nationwide before the Internal Revenue Service. Remote and virtual representation is available to clients across Florida, North Carolina and Washington, D.C.

The information on this website is provided for general informational purposes only and does not constitute legal advice. Viewing this website, submitting a form, or contacting KVasquez Law does not create an attorney-client relationship. An attorney-client relationship is formed only upon execution of a written engagement agreement. Do not send confidential information until such an agreement is in place. Prior results do not guarantee a similar outcome.