Questionnaire - Single No Children

Thank you for your interest! 

If you are single 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).

 

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. 

(Personal Information)
Fill in circle for any documents you currently have. You may be asked to provide a copy.
Us Citizen
Veteran
Employed
Retired
Martial Status
Do you any ongoing health issues?
Do you currently have a partner that you wish to include in your Estate Plan?
Do you have an ownership interest in a business?
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 regular care or financial support for anyone?
Do you have a safe deposit box?
(Pets)
If you have pets would you like your estate plan to include a provision for his/her care?
(Assets)
For Asset OWNER - list (a) self, or (b) self and others.  
REAL ESTATE (list all real property that you have an ownership interest in - whether you own it individually or jointly with another person(s))
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 agree to provide accurate and complete information that I understand will be relied upon by The Law Office of Kelly T. Braun, PLLC (the Firm) in making recommendations to me. I also understand that if the information is incomplete or inaccurate, recommendations made may not be appropriate or the best recommendations for my situation.  

Good for you - one of the hardest parts of estate planning is 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.