Estate Planning Intake — KVasquez Law

What brings you here?

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

First-time estate plan

I don't currently have a will or trust in place.

Update an existing plan

I have documents but they need to be reviewed or revised.

Probate or trust administration

A family member has passed and the estate needs to be administered.

Asset protection planning

Protecting wealth from creditors, lawsuits, or other claims.

Multi-state estate

Property or beneficiaries across more than one state.

Something else

I'll describe it in a later step.

Step 1 / 5

Your family situation

These questions shape which structures make sense. Skip anything that doesn't apply.

Marital status

Children or dependents

State of primary residence

Do you own property in more than one state?

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.

Under $1 million

Wills, basic trusts, beneficiary designations.

$1M to $5M

Revocable trusts, probate avoidance, asset titling.

$5M to $13M

Tax planning, irrevocable trusts, gifting strategy.

Over $13M

Above federal exemption. SLATs, DAPTs, generational planning.

Prefer not to say

We can still have an initial conversation.

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.

Brief description

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

Timeline urgency

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.

Full name

Phone (optional)

Preferred contact method

Best time to call (optional)

Step 5 / 5

✓

Thank you. Your information is on its way.

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.

Estate Planning intake.