New client intake
Intake questionnaire
Tell us about your situation so Rita can prepare for your first appointment. It takes about 10 minutes. When you're done, you'll choose an appointment time.
- About you
- The situation
- How we can help
- Book appointment
Your answers go only to Kiriaki Fiduciary Services. Please don't include Social Security, account or other identification numbers. Fields marked * are required.
Thank you. We've received your questionnaire.
Last step: choose a time for your intake appointment below. You'll get a confirmation email from Google Calendar. If none of the times work, call (408) 498-9822.