This is a CONFIDENTIAL questionnaire via SECURE LINK and the DATA is ENCRYPTED for the highest security. Still, we only need basic info at this point and there is no need for detailed info such as account numbers or exact values. (And we NEVER ask for your SSN!) [Certain images may be non-encrypted and therefore your browser may indicate this page is only partially encrypted; however, all of your response data is fully encrypted.]
[If, despite the encryption, you prefer not to submit this way, then please print out the questionnaire and fax or scan/email after completion. Or mail it, or drop it off at our office prior to the design meeting.]
NONE OF YOUR ANSWERS HERE WILL BE TAKEN AS FINAL. Everything will be reviewed and discussed during the Design Meeting, and later review of drafts.
Just in case you lose power or have some other technical issue prior to clicking the "Submit" button at the end of this form, we suggest printing the form (or copying the longer answers to another file) as you progress through the questions. If you must stop mid-way, you can go ahead and submit what you have (after making a note of where you left off) and revisit the form later. The only fields required for submission are Name, Email, and Marital Status, and apart from those there is no need to retype what you already submitted. (Your answers may be saved in your browser for a day or so if you have autofill enabled.) We will match up the answer sets based on your Name and Email.
This form (in one submission or several) must be substantially complete and submitted prior to the Design Meeting, or we will need to reschedule.
SPECIAL NOTE ON NAMES: Please use the name that is on your CA driver license (CDL). If that is not the name you want to use on your documents, please get an updated CDL from DMV prior to signing your estate plan documents. The estate planning process usually takes several weeks, but then so does the DMV. (As a rough guideleine, when notarizing we can notarize less than what's on your CDL, but we cannot add to it!) US passport may also be used. However, most foreign passports cannot be used, and there may be issues with using DL's from other states. Permanent Residents note: GREEN CARDS CAN NO LONGER BE USED under California's restrictive notary law.