Estate Planning
Will Assessment Form
Name
First Name
Last Name
Date of Birth
-
Month
-
Day
Year
Date
Email
example@example.com
Phone Number
Do you consent to us communicating with you via email?
Yes, we consent to email communications
No, we decline email communications
Yes, we consent to matter related emails only
Which of the following best describes your relationship situation
Single, never married
Married
Divorced
Separated, not divorced
Widowed
Common law relationship
Do you require a will for yourself, you and your spouse, someone else?
One will only for me
Two reciprocal wills for me and my spouse
Do you have children
Yes
No
How many children
Age of Children
Asset Ownership
Do you own any of the following assets (select all that apply)
Real estate property (house, condo, land)
Significant savings or investments
Valuable personal belongings (artwork, jewelry, collectibles)
Life insurance policies
Estate Distribution - Select all for which the answer is "yes"
If you were to pass away today, do you have a clear idea of who you want to inherit your assets?
Are there specific items you want to leave to certain individuals?
Do you want to designate a guardian for any minor children?
Do you feel comfortable answering "yes" to any of the following questions? (select all that apply)
You have significant assets that you want to distribute according to your wishes
You have dependents who may need financial support after your death.
You want to designate a guardian for any minor children
You have specific instructions regarding the distribution of your property.
Special Considerations:
Have you been previously married and do you have any concerns regarding property division from a previous marriage?
Do you have any debts or liabilities that need to be addressed in your estate plan?
Do you have any specific wishes regarding medical decisions in the event of incapacitation?
Additional comments
PROMO CODE
Submit
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