Begin Your Estate Plan

1 · YOU

2 · FAMILY

3 · ASSETS

4 · GOALS

About You

Basic contact info. This is how Mr. Barker will reach you with your proposal.

First Name *

Last Name *

Email *

Phone *

County / City of Residence

How did you hear about WillVana?

Your Family

This shapes which documents you need and how your estate should be structured.

Marital Status *

Single

Married

Divorced

Widowed

Domestic Partnership

Do you have children?

Yes

Do you have any dependents with special needs?

Yes — needs discussion

Do you have a prior will or estate plan?

Yes — needs updating

Yes — unsure if current

Your Assets

We don't need exact values — just a general picture of what you own.

Rough total estate value (all assets combined)

Under $100k

$100k–$500k

$500k–$1M

$1M–$5M

Over $5M

Which of these do you own? (check all that apply)

Primary home Investment or rental property Retirement accounts (401k, IRA, pension) Life insurance policy Business ownership interest Brokerage or investment accounts Cryptocurrency or digital assets Vehicles, boats, or recreational property

Your Goals

Tell us what matters most. This is where we learn what kind of plan you actually need.

What documents are you most interested in?

Last will and testament Revocable living trust Healthcare power of attorney Durable (financial) power of attorney Living will / advance directive Not sure — need your guidance

Is there a time-sensitive reason for this? (upcoming surgery, travel, major life event)

No urgency

Somewhat urgent

Urgent — within 2 weeks

Anything else Mr. Barker should know before your consultation?

By submitting this form, you are requesting review by Daniel T. Barker, Esq., through Barker Richardson, PLLC d/b/a LawVana™. Submitting this form does not create an attorney-client relationship unless and until the firm accepts the matter and you sign an engagement agreement. Your information is kept strictly confidential per NC RPC 1.6.

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Thank You — We'll Be in Touch

Mr. Barker will send a flat-fee proposal to your email within one to two business days. Time-sensitive matters are prioritized.

Questions in the meantime? Call (866) 462-9455 or email [email protected].

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