Block Query is set in “Entry Block Mods” snippet.
Jim Hudak
| About You |
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User Role
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administrator, staff, attorney
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Status
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Intake in Process
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Assigned
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Unassigned
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Client ID
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3
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| About You |
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Your Name
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Jim Hudak
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Date of Birth
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07/01/2025
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Your Address
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123 Main Street
Anytown, Virginia 27354
United States
Map It
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Your Phone
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(323) 555-1212
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Your Email Address
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jhudak@gmail.com
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Are you married?
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Yes
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| About Your Spouse |
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Spouse's Name
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Jane Doe
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Spouse's Date of Birth
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07/18/2025
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Client Info Notes
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Notes on contact information /spouse.
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| Children of Current Marriage |
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Do you and your spouse have children together?
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Yes
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| Your Children from Previous Relationships |
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Do you have children from previous relationships?
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Yes
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| Spouse’s Children from Previous Relationships |
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Does spouse have children from previous relationships?
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No
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| Additional Heirs (Other than children listed above) |
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Do you wish to designate other heirs (such as relatives, friends, or charities)?
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Yes
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Children and Heirs Notes
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Here are some notes about the client's children
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| Real Estate |
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Do you own real estate?
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Yes
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| Retirement Accounts |
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Do you have retirement accounts?
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Yes
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| Investment Accounts / Liquid Assets |
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Do you have investment accounts?
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Yes
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| Insurance Policies & Annuities |
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Do you have life insurance policies or annuities?
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Yes
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Asset Notes
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Here are some notes about investment accounts
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| Your General Durable Power of Attorney |
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Include General Durable Power of Attorney?
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No
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Prepare GDPOA?
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No
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| Spouse's General Durable Power of Attorney |
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Include Spouse's General Durable Power of Attorney?
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No
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Prepare Spouse's GDPOA?
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No
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