The Gap Finder
GENERAL QUESTIONS
Point Value 1
Point Value 2
N/A Value
First name
*
Last name
*
Email
*
example@example.com
What is your household income?
*
Below $75,000
$75,001 - $125,000
$125,001 - $350,000
$350,001 or more
Are you a W2 employee or an independent contractor?
*
W2
1099
Both
Does your monthly income vary widely due to commissions, business income or bonuses?
*
Yes
No
Do you own or rent residence?
*
Rent
Own
Are you married?
*
Yes
No
Have you ever divorced?
*
Yes
No
Do you have minor dependents?
*
Yes
No
Do you share custody of your dependents with anyone not lining in the household?
*
Yes
No
Do you have children with multiple partners?
*
Yes
No
Do you plan to fund or partially fund any applicable college costs for your dependents?
*
Yes
No
Do any of your dependents have special abilities?
*
Yes
No
What is your age range?
*
Under 29
29-35
36-50
51-60
Over 60
Are there any family members outside of your household for which you provide regular financial support (more than once every 2 years, for more than $1,000 each occurrence)?
*
Yes
No
PROPERTY AND CASUALTY INSURANCE (RENTERS)
Do you own renters insurance?
*
Yes
No
Point value 2 IF "NO" (Do you own renters insurance?)
*
Does your renters insurance coverage reflect the full replacement value of your personal items?
*
Yes
No
Point value 1 IF "NO" (Does your renters insurance coverage reflect the full replacement value of your personal items?)
*
Do you own any valuable jewelry, collectibles, electronic equiptment, etc.?
*
Yes
No
Are these items (valuable jewelry, collectibles, electronic equipment, etc.?) either covered in your general coverage, or as a rider on an insurance policy?
*
Yes
No
Point value 1 IF "NO" (Are these items (valuable jewelry, collectibles, electronic equipment, etc.?) either covered in your general coverage, or as a rider on an insurance policy?
*
Do any of the following apply to you?
*
Public figure that gives professional advice
Owner of an investment property with tenants
Board member of a public or nonprofit entity
Parent of an inexperienced driver
Frequent host of social gatherings
Owner of a pet or property (pools, guns, etc.) that could lead to injury lawsuits
Participant in sports such as hunting, skiing
None of the above
Point value 1 IF "CHECKED" (Public figure that gives professional advice)
*
Point value 1 IF "CHECKED" (Owner of an investment property with tenants)
*
Point value 1 IF "CHECKED" (Board member of a public or nonprofit entity)
*
Point value 1 IF "CHECKED" (Parent of an inexperienced driver)
*
Point value 1 IF "CHECKED" (Frequent host of social gatherings)
*
Point value 1 IF "CHECKED" (Owner of a pet or property (pools, guns, etc.) that could lead to injury lawsuits)
*
Point value 1 IF "CHECKED"(Participant in sports such as hunting, skiing)
*
Do you own an umbrella insurance policy?
*
Yes
No
Point value 1 IF "NO" (Do you own an umbrella insurance policy?)
*
PROPERTY AND CASUALTY INSURANCE (RENTERS) SECTION POINT VALUE SCORE
*
N/A PROPERTY AND CASUALTY INSURANCE (RENTERS) SECTION POINT VALUE SCORE LESS THAN 1
PROPERTY AND CASUALTY INSURANCE (HOME OWNERS)
Do you own a homeowners insurance policy?
*
Yes
No
Point Value 2 IF "NO" (Do you own a homeowners insurance policy?)
*
Does your coverage reflect the full replacement value of your personal items?
*
Yes
No
Point Value 1 IF "NO" (Does your coverage reflect the full replacement value of your personal items?)
*
Does the replacement coverage for your dwelling reflect 80% of your home's current replacement cost?
*
Yes
No
Point Value 1 IF "NO" (Does the replacement coverage for your dwelling reflect 80% of your home's current replacement cost?)
*
Are any of the following separate structures on your property?
*
Toolshed
Detached patio or garage
Lengthy driveway
DADU (detached dwelling, in-law suite)
Fence
None of the above
Are all separate structures covered under your homeowners policy?
*
Yes
No
Point Value 1 IF "NO" (Are all separate structures covered under your homeowners policy?)
*
Do you own any valuable jewelry, collectibles, electronic equipment, etc.?
*
Yes
No
Are these items either covered in your general coverage, or as a rider on an insurance policy?
*
Yes
No
Point Value 1 IF "NO" (Are these items either covered in your general coverage, or as a rider on an insurance policy?)
*
Do any of the following apply to you?
Public figure that gives professional advice
Owner of an investment property with tenants
Board member of a public or nonprofit entity
Parent of an inexperienced driver
Frequent host of social gatherings
Owner of a pet or property (pools, guns, etc.) that could lead to injury lawsuits
Participant in sports such as hunting, skiing
Point Value 1 IF "CHECKED" (Public figure that gives professional advice?)
*
Point Value 1 "CHECKED" (Owner of an investment property with tenants?)
*
Point Value 1 "CHECKED" (Board member of a public or nonprofit entity?)
*
Point Value 1 "CHECKED" (Parent of an inexperienced driver?)
*
Point Value 1 "CHECKED" (Frequent host of social gatherings?)
*
Point Value 1"CHECKED" (Owner of a pet or property (pools, guns, etc.) that could lead to injury lawsuits?)
*
Point Value 1 "CHECKED" (Participant in sports such as hunting, skiing)
*
Do you own an umbrella insurance policy?
*
Yes
No
Point Value 1 IF "NO" (Do you own an umbrella insurance policy?)
*
PROPERTY AND CASUALTY INSURANCE (HOME OWNERS) POINT VALUE SCORE
*
N/A PROPERTY AND CASUALTY INSURANCE (HOME OWNERS) POINT VALUE SCORE LESS THAN 1
SAVINGS AND INVESTMENTS
Do you have 3 months' expenses in cash savings?
*
Yes
No
Point Value 2 IF "NO" (Do you have 3 months' expenses in cash savings?)
*
Have you set up an automated transfer from checking to savings each month?
*
Yes
No
Point Value 1 IF "NO" (Have you set up an automated transfer from checking to savings each month?)
*
Have you determined a maximum amount you plan to keep in cash savings?
*
Yes
No
Point Value 1 IF "NO" (Have you determined a maximum amount you plan to keep in cash savings?)
*
Have you determined where monthly savings should be placed after meeting your maxium savings balance?
*
Yes
No
Point Value 1 IF "NO" (Have you determined where monthly savings should be placed after meeting your maxium savings balance?)
*
Have you exceeded your maximum savings amount?
*
Yes
No
Point Value 1 IF "NO" (Have you exceeded your maximum savings amount?)
*
Do you continue to save in cash savings even after exceeding this amount?
*
Yes
No
Point Value 1 IF "NO" (Do you continue to save in cash savings even after exceeding this amount?)
*
Do you have access to 6 months' expenses through your cash savings and non-retirement investments?
*
Yes
No
Point Value 1 IF "NO" (Do you have access to 6 months' expenses through your cash savings and non-retirement investments?)
*
Do you have more than 6 months' expenses in cash savings?)
*
Yes
No
Point Value 1 IF "NO" (Do you have more than 6 months' expenses in cash savings?)
*
Are you aware of the tax differences between qualified (i.e. retirement) and nonqualified investments?
*
Yes
No
Point Value 1 IF "NO" (Are you aware of the tax differences between qualified (i.e. retirement) and nonqualified investments?)
*
Have you opened a nonqualified (i.e., nonretirement) brokerage account?
*
Yes
No
Do you invest in your brokerage account frequently?
*
Yes
No
Do you manage brokerage account investments yourself?
*
Yes
No
Did you determine your risk tolerance prior to investing?
*
Yes
No
Point Value 1 IF "NO" (Did you determine your risk tolerance prior to investing?)
*
Do you invest in individual stocks?
*
Yes
No
Do you read shareholder reports for these stocks at least once per year?
*
Yes
No
Point Value 1 IF "NO" (Do you read shareholder reports for these stocks at least once per year?)
*
Do any of the following apply to you?
*
Options trading
Cryptocurrency and NFTs
Forex trading
Leveraged investments
None of the above
POINT VALUE 2 IF "CHECKED" (Options trading)
*
POINT VALUE 2 IF "CHECKED" (Cryptocurrency and NFTs)
*
POINT VALUE 2 IF "CHECKED" (Forex trading)
*
POINT VALUE 2 IF "CHECKED" (Leveraged investments)
*
SAVINGS AND INVESTMENT SECTION POINT VALUE SCORE
*
N/A SAVINGS AND INVESTMENT SECTION POINT VALUE SCORE LESS THAN 1
DEBT & CREDIT
What is your credit score?
*
Below 630
631-689
690-719
Above 720
Point Value 2 "IF CHECKED" (Below 630)
*
Point Value 2 "IF CHECKED" (631-689)
*
Point Value 2 "IF CHECKED" (690-719)
*
Do you have a debt balance on any revolving credit (credit cards, HELOC) that you've carried for longer than 6 months?
*
Yes
No
Point Value 1 IF "YES" (Do you have a debt balance on any revolving credit (credit cards, HELOC) that you've carried for longer than 6 months?)
*
Have you previously consolidated or used balance transfers to pay off a credit card balance?
*
Yes
No
Point Value 1 IF "YES" (Have you previously consolidated or used balance transfers to pay off a credit card balance?)
*
Do you have a plan in place to pay off all revolving debt in 18 months or less?
*
Yes
No
Point Value 1 IF "NO" (Do you have a plan in place to pay off all revolving debt in 18 months or less?)
*
Are you making more than minimum payments on your revolving debts (HELOC, credit cards, etc.)?
*
Yes
No
Point Value 1 IF "NO" (Are you making more than minimum payments on your revolving debts (HELOC, credit cards, etc.)?)
*
Are the balances on any lines of revolving debt more than 30% of the credit limit?
*
Yes
No
Point Value 1 IF "YES" (Are the balances on any lines of revolving debt more than 30% of the credit limit?)
*
Do you have any payday loans?
*
Yes
No
Point value 2 if "Yes" (Do you have any payday loans?)
*
Do you owe any back taxes?
*
Yes
No
Point value 2 if "Yes" (Do you owe any back taxes?)
*
Do you have student loans?
*
Yes
No
DEBT AND CREDIT SECTION POINT VALUE
*
N/A DEBT AND CREDIT SECTION POINT VALUE LESS THAN 1
STUDENT LOANS
What is your estimated student loan balance?
*
Less than 1x annual income
1-2x annual income
More than 2x annual income
Point value 2 if "1-2 X ANNUAL INCOME. (What is your estimated student loan balance?)
*
Point value 2 if "MORE THAN 2X ANNUAL INCOME. (What is your estimated student loan balance?)
*
Are any of your student loans in default status?
*
Yes
No
Point Value 2 if "Yes" (Are any of your student loans in default status?)
*
What type of studen loans do you have?
*
Federal
Private
Federal and Private
What is your federal student loan payment plan?
*
Standard
Graduated
Income Driven (REPAYE, PAYE, etc.)
Point Value 1 if "Graduated" (What is your federal student loan payment plan?)
*
Have you checked private student loan interest rates in the last 6 months?
*
Yes
No
Point Value 1 if "No" (Have you checked private student loan interest rates in the last 6 months?)
*
Do you file your taxes married filing separately for the purposes of lowering your student loan payments?
*
Yes
No
Do you compare the cost of filing taxes separately to your potential student loan payment savings each year?
*
Yes
No
Point Value 1 if "No" (Do you compare the cost of filing taxes separately to your potential student loan payment savings each year?)
*
Are you aware of the pretax benefits that can be used to lower your federal student loan payment?
*
Yes
No
Point Value 1 if "No" (Are you aware of the pretax benefits that can be used to lower your federal student loan payment?)
*
Do you have any Parent PLUS loans?
*
Yes
No
Point Value 1 if "Yes" (Do you have any Parent PLUS loans?)
*
Are these loans being repaid on the Income Contingent Repayment Plan?
*
Yes
No
Point Value 1 if "Yes" (Are these loans being repaid on the Income Contingent Repayment Plan?
*
STUDENT LOANS SECTION POINT VALUE
*
N/A STUDENT LOANS SECTION POINT VALUE LESS THAN 1
EMPLOYEE BENEFITS AND INSURANCE
Do you have health insurance?
*
Yes
No
POINT VALUE 2 IF "NO" (Do you have health insurance?)
*
Do you have access to an HSA, FSA or Dependent Care FSA?
*
Yes
No
Do you contribute to your HSA/FSA?
*
Yes
No
Point value 1 IF "NO" (Do you contribute to your HSA/FSA?)
*
Do you contribute to your Dependent Care FSA?
*
Yes
No
POINT VALUE 1 IF "NO" (Do you contribute to your Dependent Care FSA?)
*
Do you own life insurance outside of your employer?
*
Yes
No
Point value 2 if "No" (Do you own life insurance outside of your employer?)
*
Term insurance or permanent?
*
Term
Permanent
Both
Do you know the year your term insurance expires?
*
Yes
No
Point Value 1 if No (Do you know the year your term insurance expires?)
*
Would you like your family to be able to replace your income in the event of your death?
*
Yes
No
Does your total life insurance (excluding your company plan) equal at least 15x your annual income?
*
Yes
No
Point Value 1 if No (Does your total life insurance (excluding your company plan) equal at least 15x your annual income?)
*
Were your dependents's potential college tuition costs factored into your calcuations when determining your life insurance needs?
*
Yes
No
Point Value 1 if No (Were your dependent's potential college tuition costs factored into your calcuations when determining your life insurance needs?)
*
Do you own disability insurance through your employer?
*
Yes
No
Point value 1 if "NO" (Do you own disability insurance through your employer?)
*
Does your monthly income (before taxes) exceed $12,500?
*
Yes
No
Do you depend heavily on bonuses or overtime pay?
*
Yes
No
Is your occupation considered a subspecialty of a larger industry (e.g. a medical subspeciality, engineering, etc.)?
*
Yes
No
Have you purchased disability insurance outside of your employer?
*
Yes
No
Point value 1 IF "NO" (Have you purchased disability insurance outside of your employer?)
*
If applicable, does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?
Yes
No
I'm not sure
Point value 1 IF "NO IS CHECKED" (Does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?)
*
Point value 1 IF "I'M NOT SURE IS CHECKED" (Does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?)
*
Do you own long-term care insurance?
*
Yes
No
Point value 1 IF "NO" (Do you own long-term care insurance?)
*
EMPLOYEE BENEFITS AND INSURANCE SECTION POINT VALUE
*
N/A EMPLOYEE BENEFITS AND INSURANCE SECTION POINT VALUE LESS THAN 1
BUSINESS OWNER BENEFITS AND INSURANCE
Do you have employees?
*
Yes
No
Would the loss of a particular employee cause a greater than 10% drop in revenue?
*
Yes
No
Have you offered the employee(s) any benefits to incentivize them to stay (golden handcuffs), or insurance to protect the business in the event of their death/disability?
*
Yes
No
Have you formed a legal structure to limit your personal liability for business endeavors (e.g., LLC, S-Corp, C Corp)?
*
Yes
No
Do you regularly use personal cashflow or lines of credit (credit cards, etc.) to pay for business expenses?
*
Yes
No
Have you established any business lines of credit?
*
Yes
No
Do you have health insurance?
*
Yes
No
Point value 2 if "No" (Do you have health insurance?)
*
Do you own life insurance outside of the company?
*
Yes
No
Point value 1 if "No" (Do you own life insurance outside of the company?)
*
Term insurance or permanent?
*
Term
Permanent
Both
Do you know the year your term insurance expires?
*
Yes
No
Point value 1 if "No" (Do you know the year your term insurance expires?)
*
Would you like your family to be able to replace your income in the event of your death?
*
Yes
No
Does your total life insurance (excluding your company plan) equal at least 15x your annual income?
*
Yes
No
Point value 1 if "No" (Does your total life insurance (excluding your company plan) equal at least 15x your annual income?)
*
Were your children's potential college tuition costs factored into your calcuations when determining your life insurance needs?
*
Yes
No
Point value 1 if "No" (Were your children's potential college tuition costs factored into your calcuations when determining your life insurance needs?)
*
Are you vital to the day to day revenues of your company?
*
Yes
No
Have you purchased business overhead coverage?
*
Yes
No
Does your monthly income (before taxes) exceed $12,500?
*
Yes
No
Do you own disability insurance?
*
Yes
No
Is your occupation considered a subspecialty of a larger industry (e.g. a medical subspeciality, engineering, etc.)?
*
Yes
No
Does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?
*
Yes
No
I don't know
Point value 1 if "No" (Does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?)
*
Point value 1 if "I DON'T KNOW" (Does your personally owned disability insurance policy have protections that consider you disabled if you can't perform the duties of your subspecialty?)
*
Do you own long-term care insurance?
*
Yes
No
Point value 1 if "No" (Do you own long-term care insurance?)
*
BUSINESS OWNER BENEFITS AND INSURANCE SECTION POINT VALUE
*
N/A BUSINESS OWNER BENEFITS AND INSURANCE SECTION POINT VALUE LESS THAN 1
RETIREMENT AND EQUITY COMPENSATION
Do you have access to a 401(k)/403(b) or 457?
*
Yes
No
Do you have an IRA/Roth IRA, or other retirement plan?
*
Yes
No
Point value 2 if "No" (Do you have an IRA/Roth IRA, or other retirement plan?)
*
Is there a Roth option available?
*
Yes
No
Did you go through a process to determine whether a tradional or Roth retirement account was appropriate for you?
*
Yes
No
Point value 1 if "No" (Did you go through a process to determine whether a tradional or Roth retirement account was appropriate for you?)
*
Does your company match contributions?
*
Yes
No
Do you contribute less than the match?
*
Yes
No
Point value 1 if "No" (Do you contribute less than the match?)
*
Do you have an outstanding loan against your 401(k)/403(b)?
*
Yes
No
Have you taken a taxable withdrawal from a retirement account within the last 24 months?
*
Yes
No
Point value 1 if "Yes" (Have you taken a taxable withdrawal from a retirement account within the last 24 months?)
*
How did you choose the investments in your retirement account?
*
Based on my age
Recommended by a licensed professional
I just picked something
Point Value 1 if "I JUST PICKED SOMETHING" (How did you choose the investments in your retirement account?)
*
Do you have 401(k)s from previous employers that have not been transferred or rolled over?
*
Yes
No
Point value 1 if "YES" (Do you have 401(k)s from previous employers that have not been transferred or rolled over?)
*
Have you calculated a monthly income you would like to earn in retirement?
*
Yes
No
Point value 1 if "No" (Have you calculated a monthly income you would like to earn in retirement?)
*
In that calculation, was there a recommended monthly contribution in order to meet your retirement goals?
*
Yes
No
Point value 1 if "No" (In that calculation, was there a recommended monthly contribution in order to meet your retirement goals?)
*
Are you contributing the recommended amount or more?
*
Yes
No
Point value 1 if "No" (Are you contributing the recommended amount or more?)
*
Does your employer offer any equity benefits (e.g., stock options, Restricted Stock Units, etc.)
*
Yes
No
Do you take advantage of them?
*
Yes
No
Point value 1 if "No" (Do you take advantage of them?)
*
Have you read through the equity benefits offering in its entirety (e.g., option offering agreement)?
*
Yes
No
Point value 1 if "No" (Have you read through the equity benefits offering in its entirety (e.g., option offering agreement)?)
*
Do you understand the tax implications associated with your equity benefits?
*
Yes
No
Point value 1 if "No" (Do you understand the tax implications associated with your equity benefits?)
*
RETIREMENT AND EQUITY COMPENSATION SECTION POINT VALUE
*
N/A RETIREMENT AND EQUITY COMPENSATION SECTION POINT VALUE LESS THAN 1
RETIREMENT (BUSINESS OWNER)
Do you have access to a retirement plan?
*
Yes
No
Point value 2 if "No" (Do you have access to a retirement plan?)
*
Did you choose your retirement plan type in consultation with a tax or financial professional?
*
Yes
No
Do you contribute?
*
Yes
No
Point value 1 if "No" (Do you contribute?)
*
Do you have an outstanding loan against any401(k)/403(b)s?
*
Yes
No
Have you taken a taxable withdrawal from a retirement account within the last 24 months?
*
Yes
No
Point value 1 if "YES" (Have you taken a taxable withdrawal from a retirement account within the last 24 months?)
*
How did you choose the investments in your retirement account?
*
Based on my age
Recommended by a licensed professional
I just picked something
Point Value 1 if "I JUST PICKED SOMETHING" (How did you choose the investments in your retirement account?)
*
Do you have 401(k)s from previous employers that have not been transferred or rolled over?
*
Yes
No
Point value 1 if "No" (Do you have 401(k)s from previous employers that have not been transferred or rolled over?)
*
Have you calculated a monthly income you would like to earn in retirement?
*
Yes
No
Point value 1 if "No" (Have you calculated a monthly income you would like to earn in retirement?)
*
In that calcuation, was there a recommended monthly contribution in order to meet your retirement goals?
*
Yes
No
Point value 1 if "No" (In that calcuation, was there a recommended monthly contribution in order to meet your retirement goals?)
*
Are you contributing the recommended amount or more?
*
Yes
No
Point value 1 if "No" (Are you contributing the recommended amount or more?)
*
RETIREMENT (BUSINESS OWNER) SECTION SCORE
*
N/A RETIREMENT (BUSINESS OWNER) SECTION SCORE LESS THAN 1
FAMILY SUPPORT
Have you and any other relevant parties discussed a dollar limit when assisting family/friends with money?
*
Yes
No
Point value 2 if "No" (Have you and any other relevant parties discussed a dollar limit when assisting family/friends with money?)
*
If requests for assistance of greater than $1,000 happen more than once per year, have you built funds for family assistance into your budget?
*
Yes
No
Point value 1 if "No" (If requests for assistance of greater than $1,000 happen more than once per year, have you built funds for family assistance into your budget?)
*
Are your parents/loved ones financially stable enough to manage their own affairs in the event of a health emergency?
*
Yes
No
Would you be expected to help financially if your parents/loved ones could not cover the costs of a financial emergency, or finance their affairs upon their death (funeral expenses, burial costs, etc.)?
*
Yes
No
Point value 2 if "No" (Would you be expected to help financially if your parents/loved ones could not cover the costs of a financial emergency, or finance their affairs upon their death (funeral expenses, burial costs, etc.)?)
*
Do your parents - or elderly loved ones for which you're responsible - have long-term care insurance?
*
Yes
No
Point value 1 if "No" (Do your parents - or elderly loved ones for which you're responsible - have long-term care insurance?)
*
Have you discussed what the expectations would be in terms of splitting costs for a loved one's expenses with your siblings or other relevant parties?
*
Yes
No
Point value 1 if "No" (Have you discussed what the expectations would be in terms of splitting costs for a loved one's expenses with your siblings or other relevant parties?)
*
FAMILY SUPPORT POINT VALUE SCORE
*
N/A FAMILY SUPPORT POINT VALUE SCORE LESS THAN 1
ESTATE PLANNING
Do you own any assets jointly (property, investment accounts)?
*
Yes
No
Do you understand the transfer of ownership considerations in the event of a fellow owner's death?
*
Yes
No
Point value 1 if "No" (Do you understand the transfer of ownership considerations in the event of a fellow owner's death?)
*
Have you completed a will and advanced medical directives?
*
Yes
No
Point value 2 if "No" (Have you completed a will and advanced medical directives?)
*
Following the completion of your will, did you verify that the beneficiaries on all insurance policies and investment accounts were listed according to the instructions of your estate planning attorney?
*
Yes
No
Point value 1 if "No" (Following the completion of your will, did you verify that the beneficiaries on all insurance policies and investment accounts were listed according to the instructions of your estate planning attorney?)
*
Have you named a guardian for your children in the event of your death?
*
Yes
No
Point value 1 if "No" (Have you named a guardian for your children in the event of your death?
*
Have you notified the guardian?
*
Yes
No
Point value 1 if "No" (Have you notified the guardian?)
*
Do you want any restrictions placed on the access of any money/property left to your dependents if they are over age 18?
*
Yes
No
Are the details of these instructions outlined in your will or any applicable trust documents?
*
Yes
No
Point value 1 if "No" (Are the details of these instructions outlined in your will or any applicable trust documents?)
*
Do you have a Power of Attorney in place?
*
Yes
No
Point value 1 if "No" (Do you have a Power of Attorney in place?)
*
Do you own property in multiple states?
*
Yes
No
Have you discussed the implications of out of state probate processes with your attorney?
*
Yes
No
Point value 1 if "No" (Have you discussed the implications of out of state probate processes with your attorney?)
*
Have you discussed the potential need for a Special Needs Trust for your dependent(s)?
*
Yes
No
Point value 1 if "No" (Have you discussed the potential need for a Special Needs Trust for your dependent(s)?
*
ESTATE PLANNING POINT VALUE SCORE
*
N/A ESTATE PLANNING POINT VALUE SCORE LESS THAN 1
PROPERTY AND CASUALTY INSURANCE TOTAL
*
BENEFITS AND INSURANCE TOTAL
*
RETIREMENT TOTAL
*
Submit
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