Your attorney would like you to review the questionnaire provided  and determine what information still needs to be gathered from Ms. Costello.

Course Competency: Conduct client intakes for new cases.

Instructions:

Content:

The firm has a new client, Abigail Costello. Your supervising attorney has decided to represent Abigail. Ms. Costello has filled out the firm’s standard estate planning questionnaire, but she was hesitant to provide all of the information requested. Your attorney would like you to review the questionnaire provided here, and determine what information still needs to be gathered from Ms. Costello. He would also like to know if there is the possibility that Ms. Costello will need property transfer services from the firm. Finally, your supervising attorney would like for you to research other intake forms (both state planning and property intake forms) and provide suggestions of any additional information or questions that might be helpful to include in the firm’s standard intake form. You should format your responses in memo format.

Format:

Your legal memo should be two pages in length, with at least three references formatted according to Bluebook standards.

Your legal memo should contain the following sections:

Heading or Caption

Facts

Issue(s) Presented

Answer to Issue

Reasoning or Discussion