NewET

New Client (Estate & Trust) Intake Form

Welcome to Twenty20 Tax and Consulting! Below is our new client intake form for deceased individuals, estates and trusts. As the Personal Representative or Trustee, please complete this form using the sections that are appropriate for your filing needs.

New Client Intake Form - Estate & Trust

PERSONAL REPRESENTATIVE / TRUSTEE

(Person filing return on behalf of the deceased, estate or trust.)

* Indicates required field

Trustee Full Legal Name *

First

Last

Primary Phone *

Is primary number: *

Mobile Home Work

Email *

Do you give permission for us to text you questions or reminders about your tax services if we are unable to reach you by email or phone?

Opt-in to SMS messaging (texting) *

Yes No

Address *

Line 1

Line 2

City

State

Zip Code

Country

Attorney for deceased, estate or trust *

First

Last

Attorney Phone *

Financial Advisor for deceased, estate or trust *

First

Last

Financial Advisor Phone *

Referred by *

DECEASED INDIVIDUAL

(Complete this section only if we are preparing a Deceased Final Tax Return. Otherwise, skip this section and move on to the Estate or Trust section below.)

Deceased Full Legal Name *

Date of Death *

ESTATE OR TRUST

(Complete this section only if we are preparing an Estate or Trust Tax Return. Otherwise, skip this section and move on to the Additional Information section below.)

Legal Name of Estate or Trust *

Approx. Net Value *

Address (if different from Trustee) *

Line 1

Line 2

City

State

Zip Code

Country

ADDITIONAL INFORMATION

Is there anything else we should know? *

Submit