Estate Plan - Quick Check

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* 1. Are you married?

Yes

No

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* 2. Do you have children?

Yes

No

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* 3. Do you own a home?

Yes

No

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* 4. Do you have investment or rental properties?

Yes

No

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* 5. Do you have retirement savings?

Yes

No

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* 6. Do you have investment accounts?

Yes

No

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* 7. Do you have a favorite charity or organization?

Yes

No

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* 8. Do you need a plan for your children if you can't care for them?

Yes

No

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* 9. Do you own a business?

Yes

No

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* 10. Does your existing estate plan need updating? (Also, mark "yes" if you do not have an estate plan in place yet.)

Yes

No

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* 11. Who is completing this survey?

Name

ZIP/Postal Code

Email Address