@Would you like information about personal or business documents?
QUE01049
QUE01005
SingleMarriedConsidering MarriageDivorcedWidowed
QUESTN01
What is your marital status?
QUE01010
YesNo
QUESTN01
Do you have children?
QUE01012
QUE01014
YesNo
QUESTN01
Are any of your children minors?
QUE01014
Home or CondominiumRental PropertyPersonal PropertyLife Insurance PolicyRetirement Plan
QUESTN01
&What assets or investments do you own?
QUE01020
QUE01027
YesNo
QUESTN01
.Are you a member of a Homeowner's Association?
QUE01027
YesNoDon't know
QUESTN01
012(Are you planning to buy or sell a house?
QUE01025
YesNo
QUESTN01
34hDo you ever buy, sell, or transfer automobiles or other items of personal property from private parties?
QUE01060
YesNoDon't know
QUESTN01
%&'/Is the value of your estate more than $450,000?
QUE01033
YesNoDon't know
QUESTN01
()*9Do you have a detailed record of your property or assets?
QUE01022
YesNoDon't know
QUESTN01
7Do you have a Last Will & Testament that is up to date?
QUE01030
YesNoDon't know
QUESTN01
=>?tHave you notified your doctor or family of your health care wishes should you become incapable or seriously injured?
QUE01039
YesNo
QUESTN01
@A0Have you made plans for your final arrangements?
QUE01049
{NEXT_?}
YesNo
QUESTN01
`aHDo you travel regularly, or are you away from home for extended periods?
{NEXT_?}
QUE01036
YesNo
QUESTN01
:;)Have you moved to another state recently?
QUE01041
The business:#| is a corporationhas employees other than yourselfprovides or uses consulting servicesdeals with confidential informationleases equipment or real estateis being created or restructured
QUESTN01
GHIJKLRWhich of the following items pertain to the business that you are associated with?
QUE01055
YesNo
QUESTN01
TUYAre you an independent contractor or do you hire the services of independent contractors?
QUE01058
YesNo
QUESTN01
VWkDoes your business ever grant or acquire the right to use trademarks, products, or other licensed property?
QUE01060
{NEXT_?}
YesNo
QUESTN01
^_9Do you ever loan to or borrow money from private parties?