Questionnaire - Married No Children

Thank you for your interest! 

If you are married and do not have children, please complete this Questionnaire. You may use approximations where necessary. This information is not shared. Once completed, I will contact you within 24-48 hours to schedule a consultation (virtual or telephone conference) that both spouses attend.

 

I set aside :30 for this meeting to learn about you, go over this information, and provide you with recommendations and the fee for your estate plan. There is no cost to you for this consultation. 

PLEASE NOTE THAT EACH SPOUSE HAS A SEPARATE PERSONAL INFORMATION SECTION TO COMPLETE AS CLIENT 1 and SPOUSE.

(Personal Information - Client 1)
Mark if you have any of these documents. You may be asked to provide a copy.
US Citizen
Veteran
Have you been married previously?
Do you have an ownership interest in a business?
Employed
Retired
If yes, what type of business?
Do you have any family members (in your bloodline) that you want to exclude from your estate plan (so they do not inherit any of your assets)?
Do you provide routine care or financial support for anyone other than a minor child or spouse?
Do you have any chronic or ongoing health problems?
Do you have a safe deposit box?
(Personal Information - Spouse)
Mark if you have any of these documents. You may be asked to provide a copy.
US Citizen
Veteran
Have you been married previously?
Do you have an ownership interest in a business?
Employed
Retired
If yes, what type of business?
Do you have any family members (in your bloodline) that you want to exclude from your estate plan (so they do not inherit any of your assets)?
Do you provide routine care or financial support for anyone other than a minor child or spouse?
Do you have any chronic or ongoing health problems?
Do you have a safe deposit box?
(Pets)
If you have pets, do you want to make any provisions in your estate plan for their care?
(Assets)
For Asset OWNER list (a) Client 1, (b) Spouse, (c) Both, or (d) Other
REAL ESTATE (list any real property that you own individually or jointly)
BANK ACCOUNTS (Checking, Savings, Money Market, CDs)
RETIREMENT ACCOUNTS (IRA - Traditional or Roth; 401k; 403b; SEP)
LIFE INSURANCE
TANGIBLE PERSONAL PROPERTY
Vehicles (Owned)
Household Items
Boats
Jewelry, Antiques, Collections
(Additional Information)
Do you have any legal issues that I should be aware of (party to a lawsuit, divorce pending, etc.)?
Are there any family issues that you feel could impact your estate plan?
How did you hear about The Law Office of Kelly T. Braun, PLLC?
Do you currently work with a Financial Advisor?
If not, would you like a recommendation?
Do you currently work with a CPA?
If not, would you like a recommendation?
Do you currently work with (another) attorney?
By completing this Questionnaire I/we agree to provide accurate and complete information that we understand  will be relied upon by The Law Office of Kelly T. Braun, PLLC (the Firm) in making recommendations to us. I/we further understand that if the information is incomplete or inaccurate, recommendations made by the Firm may not be appropriate or the best recommendations for our situation.  

Good for you! You have one of the hardest steps of planning behind you.

Thank you for taking the time to complete this form. 

You are one step closer to completing or updating your estate plan.

Thank you for completing the questionnaie, I will contact you within 24-48 hours to schedule a consultation.