Estate Plan - Quick Check

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1. Are you married? (Required.)

Yes

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2. Do you have children? (Required.)

Yes

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3. Do you own a home? (Required.)

Yes

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4. Do you have investment or rental properties? (Required.)

Yes

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5. Do you have retirement savings? (Required.)

Yes

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6. Do you have investment accounts? (Required.)

Yes

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7. Do you have a favorite charity or organization? (Required.)

Yes

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

Yes

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9. Do you own a business? (Required.)

Yes

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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.) (Required.)

Yes

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11. Who is completing this survey? (Required.)

Name

ZIP/Postal Code

Email Address

Estate Plan - Quick Check

Question Title

* 1. Are you married? (Required.)

Question Title

* 2. Do you have children? (Required.)

Question Title

* 3. Do you own a home? (Required.)

Question Title

* 4. Do you have investment or rental properties? (Required.)

Question Title

* 5. Do you have retirement savings? (Required.)

Question Title

* 6. Do you have investment accounts? (Required.)

Question Title

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

Question Title

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

Question Title

* 9. Do you own a business? (Required.)

Question Title

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

Question Title

* 11. Who is completing this survey? (Required.)

1. Are you married? (Required.)

2. Do you have children? (Required.)

3. Do you own a home? (Required.)

4. Do you have investment or rental properties? (Required.)

5. Do you have retirement savings? (Required.)

6. Do you have investment accounts? (Required.)

7. Do you have a favorite charity or organization? (Required.)

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

9. Do you own a business? (Required.)

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

11. Who is completing this survey? (Required.)