Questionnaire - Married With Children

Thank you for your interest! 

If you are married and 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 a comprehensive estate plan.  There is no cost to you for this consultation. 

PLEASE NOTE THAT EACH SPOUSE HAS A SEPARATE PERSONAL INFORMATION SECTION TO COMPLETE - 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?
(Children)
Do you provide any ongoing care or financial support to your Adult (18 or older) Children?
Do any of your children have chronic health issues or special needs and/or recieve any government benefits?

CHILD 1