Please Complete the Appointment Form Below

Internal Estate Plan Appointment Form

This form will allow you to send a booking link to a prospective estate planning client. If the prospective client is not able to complete the form, you may select an option to email the form to staff@hoplerwilms.com and complete it alongside the lead.

should Email form

Client ID (provided by Law Firm)

If there's an existing matter on Lawcus with a Client ID, you may enter it here. Otherwise, please leave this field blank, and a Client ID will be generated once a matter is created on Lawcus.

Name of Primary Contact *

First

Last

Phone

Do not use a company email address.

Notes from Initial Contact

Who spoke with the lead? What did they express as the reason for contacting us? What concerns did they have? What impressions did you get?

How should the form be completed?

Email the Lead a Link to Complete the Form
Email staff@hoplerwilms.com with a Link to Complete the Form