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Client Forms

The information requested on these Profiles helps us understand your situation and wishes for the future. Your time invested in completing the appropriate Profile ensures that our time together is productive and that your concerns are addressed during our initial visit.

All information provided is strictly confidential and protected by a legal privilege.  By completing the appropriate Profile, you are helping us to meet your unique goals.

Please return the completed Profile to our office by mail, e-mail or fax one week in advance of your initial visit.

Document Checklist
This is a checklist of all the documents that our office will need from all new clients.

Estate Planning - Married Couple Confidential Client Profile
This form must be completed by all prospective clients who are interested in estate planning services.

Estate Planning - Single Person Confidential Client Profile
This form must be completed by all prospective clients who are interested in estate planning services.

Special Needs Addendum to Confidential Client Profile
If you are planning to provide for a loved one with special needs, please also complete this form.

Foreign Assets Addendum to Confidential Client Profile
If you have assets held abroad, please complete this form. We require complete information on all assets, both domestic and foreign, in order to provide our best advice for your particular situation.

Long-Term Care (Medi-Cal) Planning - Married Client Profile
To plan for Medi-Cal eligibility for long-term care benefits, we will need the information requested in this Profile.

Probate or Trust Administration
Confidential Estate Profile for administering a decedent's estate.

Business Growth/2012 Flyer and Schedule
Full schedule of events for our October 14, 2011 event for business owners

Business Growth/2012 Registration Form
Register to attend our October 14, 2011 educational event for business owners.


Bay Laurel Law, P.C. assists clients in the San Francisco Bay area, from San Francisco south to San Jose, from Half Moon Bay east to Union City and as far off as Sacramento.



© 2017 Bay Laurel Law, P.C.
533 Airport Blvd., Suite 400, Burlingame, CA 94010
| Phone: 650-525-0234

Estate Planning | Laureate Wealth Strategies | Elder Care | Probate & Trust Succession | Business

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