• Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Spouse's Date of Birth
     - -
  • Do you have children?*
  • Do you have any prior marriages?*
  • Have you and your spouse ever executed a Community Property Agreement, Prenuptial Agreement, or any other agreement between spouses?*
  • Have you ever executed a Will, Durable Power of Attorney, Living Will/Healthcare Directive, or similar document?*
  • Have you ever created a trust, except as part of a Will?*

  • If the answer to any of the last three questions was "yes," please upload all relevant documents here. 

  • Do you have life insurance?
  • Do you or does your spouse have life insurance?
  • Do you expect to receive a significant inheritance, or are you the beneficiary of any trusts?
  • Do you (or does your spouse) expect a to receive a significant inheritance, or are you the beneficiary of any trusts?

  • The below questions are not required, but something to start thinking about prior to our meeting. 

  • Should be Empty: