ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.
We must have this questionnaire returned to our office at least 3 days prior to your Life & Legacy Planning Session to ensure that we have enough time to understand the specifics of your situation prior to our meeting. If you are married or life partners, please complete sections for Client 1 and Client 2. If single, please complete sections for Client 1 only.
Page 1 - general information from Client 1.
Page 2 - general information from Client 2.
Page 3 - names and DOB's for any children of Client's 1 or 2.
Page 4 - values for Client 1.
Page 5 - values for Client 2.
Page 6 - Asset information
Page 7 - Advisors (tax, insurance agents, accountant, etc)
Page 8 - Potential beneficiaries
Page 9 - Nominations for client 1 (personal rep, health care, etc)
Page 10 - Nominations for client 2
If you have any questions or need help in completing any part of this form, please call our office at (907) 312-5436 or email liz@lizsmithlaw.com.