Donte Legal Document Services

PO 1051
Brookesville, FL 34602

(863) 448-7524

Welcome — Let’s Begin Your Estate Planning

Thank you for choosing Donte Legal Document Services. This form helps us gather the information needed to prepare your estate planning documents accurately and efficiently. It should take about 5–10 minutes to complete. If you’re unsure about any answer, simply leave it blank and we’ll review it together.

Contact information: Your Information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Address

County

Preferred Contact Method

Secondary Phone

Estate Planning Document Type

Personal & Family Information

Marital Status

Children’s Names

Children’s DOBs

Will-Specific Information

Complete only for Will or Estate Planning Bundle clients.

Executor Name

Executor Address

Alternate Executor

Specific Bequests

Residuary Beneficiary

Power of Attorney Information

Complete for POA or Bundle clients.

POA Agent Name

POA Agent Address

Alternate Agent Name

Alternate Agent Address

Living Will / Advance Directive Information

If applicable.

Primary Health Care Surrogate

Alternate Health Care Surrogate

End-of-Life Preferences - (Optional: “Describe any specific wishes you want included.”)

Upload any documents you would like us to review (Optional) You may upload existing wills, POAs, or notes you want included.

Add attachment

Anything else you’d like us to know?

What Happens Next

Once you submit this form, we will review your information and contact you with next steps, required documents, and your service quote. Nothing is filed or finalized until you approve the completed documents.