| About You |
|
User Role
|
| |
staff, subscriber
|
|
Status
|
| |
Ready For Consult
|
|
Assigned
|
| |
2
|
|
Client ID
|
| |
25
|
| About You |
|
Your Name
|
| |
Johnny Anonymous
|
|
Date of Birth
|
| |
07/01/2025
|
|
Your Address
|
| |
123 Main Street
Fullerton, California 92835
United States
Map It
|
|
Your Phone
|
| |
(714) 555-1212
|
|
Your Email Address
|
| |
jhudak@gmail.com
|
|
Are you married?
|
| |
Yes
|
| About Your Spouse |
|
Spouse's Name
|
| |
Mary Anonymous
|
|
Spouse's Date of Birth
|
| |
07/27/2024
|
| Children of Current Marriage |
|
Do you and your spouse have children together?
|
| |
No
|
| Your Children from Previous Relationships |
|
Do you have children from previous relationships?
|
| |
No
|
| Spouse’s Children from Previous Relationships |
|
Does spouse have children from previous relationships?
|
| |
No
|
| Additional Heirs (Other than children listed above) |
|
Do you wish to designate other heirs (such as relatives, friends, or charities)?
|
| |
No
|
| Real Estate |
|
Do you own real estate?
|
| |
Yes
|
|
Real Property Owned
|
| |
|
Real Estate Parcel Address
|
| |
123 Main Street
|
|
Parcel Classification
|
| |
Primary Residence
|
|
Estimated Value $
|
| |
$450,000.00
|
|
|
| Retirement Accounts |
|
Do you have retirement accounts?
|
| |
No
|
| Investment Accounts / Liquid Assets |
|
Do you have investment accounts?
|
| |
No
|
| Insurance Policies & Annuities |
|
Do you have life insurance policies or annuities?
|
| |
No
|
| Your General Durable Power of Attorney |
|
Include General Durable Power of Attorney?
|
| |
No
|
| Spouse's General Durable Power of Attorney |
|
Include Spouse's General Durable Power of Attorney?
|
| |
No
|
| Your Healthcare Power of Attorney |
|
Include Healthcare Power of Attorney?
|
| |
No
|
| Spouse's Healthcare Power of Attorney |
|
Include Spouse's Healthcare Power of Attorney?
|
| |
No
|
| Your Living Will / Declaration for Natural Death |
|
Would you like to include a Living Will?
|
| |
No
|
| Spouse’s Living Will |
|
Include Spouse's Living Will?
|
| |
No
|
| Your Last Will and Testament |
|
Would you like to include your Last Will & Testament?
|
| |
No
|
| Spouse's Last Will and Testament |
|
Would you like to include spouse's Last Will & Testament?
|
| |
No
|
| Trusts |
|
Would you like to include a Trust?
|
| |
Yes
|
|
Trust Name
|
| |
My Family Trust
|
|
Transfer Real Estate into the Trust?
|
| |
Yes
|
|
Would you like to include a spouse Trust as well?
|
| |
No
|
| Ladybird Deed |
|
Would you like to include a Ladybird Deed?
|
| |
No
|
| Final Review & Submission |
|
Do you have any questions or additional information to provide?
|
| |
I have no questions
|
