Welcome, and thank you for choosing NSJ Legal to guide you through this important planning process.

This secure Client Intake page is your starting point. After your consultation, these forms help us understand your circumstances, your wishes, and the work required to design the right plan for you. The more complete and accurate your responses, the more efficiently we can move to a clear proposal, formal engagement, and creation of your documents.

Please take your time, answer thoughtfully, and know that everything you share is treated as confidential by the Firm.

Client Intake Confidential

Start Your Planning with NSJ Legal

These intake forms are the first formal step in becoming a client of the Firm. Your responses help us understand your wishes, evaluate the work involved, and prepare a clear engagement and fee structure tailored to you.

Please complete each section carefully. If you are unsure about a question, answer as best you can—we will review your information with you before finalizing any documents.

How This Works

1
Complete the forms Provide detailed information about your family, assets, and planning preferences.
2
Attorney review The Firm reviews your responses and confirms scope of work and proposed fee.
3
Engagement & secure account You receive a formal engagement package and access to a secure client system for documents and correspondence.