Confidential Estate Planning & Trust SurveyYou will receive your free quote within 48 hours.TaxLyr.com

1.Your full name.(Required.)

2.Your cell phone number.(Required.)

3.Your email.(Required.)

4.Your age?(Required.)

5.Who referred you to our law firm?

7.What are the ages of your children?(Required.)

8.If married, does either spouse have any children from outside of your marriage? (step-kids, adoptees)(Required.)

No children outside of marriage.

Yes, we have children outside of marriage.
(Ages of children outside of marriage?)

9.Do you have any children with disabilities?(Required.)

Yes

If yes, please describe disability.

10.Do you (and your spouse) read and understand English?
(Estate planning documents are in English and the law requires that you can read and understand them before signing.)

Yes, I (we) understand English.

No.

If no, please provide details.

11.Do you currently have any estate planning documents already in place?
(i.e., Trust, Will, Powers of Attorney, Healthcare Directive, Family Partnership, etc.)

No estate planning documents currently

Yes, I (we) have the following estate planning documents in place:

Estate planning document(s) in place. Brief description:

12.If you have any existing estate planning documents in place, do you need to amend (change) any of them?

Yes

No (or none in place)

13.How many real estate properties do you (and/or your spouse) own?(Required.)

14.Do you (or your spouse) own any properties outside of Los Angeles County?(Required.)

If yes, how many properties outside LA county?

15.Is the value of your estate (all your assets) more or less than $2 million?(Required.)

Total assets are LESS than $2M.

Total assets equal $2M or MORE.

I'm not sure.

16.Do you (or your spouse) have a critical life-threatening illness?

No critical illness(es).

Yes

17.Any additional comments or questions?

After you submit your survey, we will contact you with a free, no obligation quote. Thank you.

Please note, your Revocable Trust package will include your:
- Your Trust
- Will(s)
- Durable Power(s) of Attorney
- Healthcare Directive(s)
- Certification of Trust
- Notarization of all documents
- Complimentary evaluation of your investments
- Full Trust funding (changing title of assets to Trust)

David Barlavi, Esq.
Text or WhatsApp: (818) 571-0789
Email: TaxLyr@gmail.com