Prime Corporate Services (Tax Specialists) Question Title * 1. Name: OK Question Title * 2. Email Address: OK Question Title * 3. Phone Number: OK Question Title * 4. Are your brokerage accounts funded with a retirement account (IRA), Taxable Account (Cash) or both? IRA Cash Both OK Question Title * 5. Have you been affected by Capital Gains tax in the last 2 years? Yes No OK Question Title * 6. Do you have a Trust, Will, Living Will, or Power of Attorney in place? Yes, I have a Trust Yes, I have a Will Yes, I have a Power of Attorney No OK Question Title * 7. When was your Trust, Will, or Living Will last updated? Date / Time Date OK DONE