Intake

Oak Summit Intake Form

This intake form helps me understand your household, financial details, and the key areas where guidance will be most valuable. Providing complete and accurate information allows me to come to our meetings fully prepared and focused on your priorities.

Personal Information

Fields marked with * are required.

Which best describes your household?

Single Married / Joint

First Household Member Information:

First Name

Middle Initial

Last Name

Email Address

Cell Phone Number

Date of Birth (MM / DD / (YYYY)

Street Address

City

State

Zip Code

Second Household Member Information:

First Name

Middle Initial

Last Name

Email Address

Cell Phone Number

Date of Birth (MM / DD / (YYYY)

Street Address

City

State

Zip Code

Tax Information

How do you currently prepare your taxes?

I self-prepare my tax returnI work with my CPA/AccountantOther / Not sure

Estate Planning

Do you currently have an estate plan in place?

Yes, updated recentlyYes, but it needs reviewNoNot sure

Which documents do you currently have?

TrustWillPower of AttorneyHealth Directive

Do all of your financial accounts currently have beneficiaries listed?

YesNoNot sure

Gift Preferences

If you were to recieve a gift, what types of gifts would you appreciate?

A charitable donation made on my behalfA gift card to restaurant I enjoyA treat/snack I might likeI prefer not to receive giftsOther (please specify)

What charities or causes do you support?

What is your favorite restaurant?

Any favorite snacks or dietary preferences?

If other, what would you prefer?

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