THE BLENDED FAMILY INTAKE FORM

Filling out this short Blended-Family Shield intake form is the fastest way to move from researching a second-marriage prenup to actually protecting your assets, business, and children's inheritance. Follow the simple steps below to save time on attorney meetings and lock in your flat-fee, 30-day planning package. 
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​Gather your details first: You will need have your premarital asset list (home value, investment accounts, business equity), your children's full legal names and ages, your upcoming wedding information (or target timeline). Having this information handy let's you finish the form in under 5 minutes. You will not be asked to upload any documents at this point.
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Answer every question honestly: Our secure online portal encrypts your data, and your answers help us to draft the right blended-family prenuptial clauses for your needs and goals, design a revocable living trust that keeps your assets out of probate, and pre-calculate any tax or business ownership considerations. ​
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​Submit and book your 15-Minute ShieldFit Call: Once you hit "Submit & Book My Call," you will be auto-redirected to our calendar. Choose a time for your complementary ShieldFit call where we will confirm your goals, outline the flat-fee scope, and set your timeline.

Check ​your inbox for a confirmation email: You will receive an email summarizing your answers and detailing next steps. Keep it for your records because it shows exactly how we will secure premarital assets and protect children's inheritance in your blended-family estate plan.  

Completing this form will speed up the drafting process and allow for your plan to be drafted in (about) 30-days, give you flat-fee transparency so there will be no surprise bills, provide you with child focused planning and give you business owner protections. We will use your answers to quote you an iron-clad fee and your responses will guide guardianship designations and trust provision. 

Scroll down, complete the intake form, hit the submit button below and you will be taken to the scheduling page where you will schedule your free consult -- all in under 15-minutes. 
​Your future self and your children will thank you!