Married Estate Planning and Asset Questionnaire
Please fill out this form to the best of your ability. DO NOT include any sensitive information such as bank account numbers or passwords.
Name (First, Middle, Last) *
Your answer
Prefer to be called:
Your answer
Date of birth [mm/dd/yyyy] *
Your answer
Permanent Address *
Please provide your street address, city, county, state, and zip code in your answer.
Your answer
Home Phone # *
Your answer
Cell phone # *
Your answer
Email *
Your answer
Is email contact okay? *
Have you previously executed a will or established any trusts? *
Are either you or your spouse a veteran? *
Spouse's Name (First, Middle, Last) *
Your answer
Prefers to be called:
Your answer
Spouse's Date of birth *
Your answer
Spouse's Home Phone # *
Your answer
Spouse's Cell phone # *
Your answer
Spouse's Email *
Your answer
Is email contact okay? *
Wedding Anniversary date [mm/dd/yyyy] *
Your answer
Who referred you?
Your answer
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