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AN Legacy Counsel
Bay Area
Milpitas, CA 95035

Couple Consultation Request

Thank you for contacting AN Legacy Counsel. Andrew will review your request and check for conflicts before following up.

Complete contact details for both people, with the other person’s permission. Complete only one form.

This form automatically emails a copy of both people’s information to the primary contact’s email, even if you prefer phone contact. Use an address safe for both people. If unsafe for either person, do not submit; call (408) 341-9191.

Provide names and a brief description only. Omit confidential details, Social Security numbers, passwords, and full account numbers. Documents will be requested separately.

This inquiry does not create an attorney-client relationship, mean the firm has accepted your matter, or protect any deadline.

Information is handled in accordance with our professional obligations to prospective clients. See our Privacy Notice.

Contact information: You — primary contact

Emails
*
Upon submission, a copy of this form will be sent to the primary email.
Add email
Addresses
Add address
Phone numbers
Add phone number

Contact information: Spouse / partner — joint estate planning only

Emails
*
Add email
Addresses
Add address
Phone numbers
Add phone number

Identify who would be seeking the firm’s assistance.

For our conflict check, list full names and brief roles only, such as a co-owner or another attorney. You do not need to repeat the two contacts above. If no one else is involved, write “None”; if unsure, write “Unsure.” Please omit private details.

A sentence or two about your estate-planning goals is enough. Include the California county where you live, and leave out confidential details.

Mention any known deadlines or upcoming events, and whether another attorney is helping with this matter. If none or unsure, say so. Submitting this form does not mean we are protecting a deadline.

Optional review checklist. The combined confirmation below is required before submission.

Thank you for contacting AN Legacy Counsel. We will review your request and follow up regarding the next step.
If you cannot confirm, do not submit; telephone (408) 341-9191 to ask about the intake process.