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Estate Planning quiz
Step
1
of
9
- Contact Information
11%
What is your age?
*
Are you married or single?
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Married
Single
Do you have children or other dependents?
*
Yes
No
How many and what are their ages?
*
What is the approximate value of your total assets (including real estate, investments, savings, etc.)?
*
Do you own any businesses or have interests in any partnerships or LLCs?
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Yes
No
Do you own real estate in multiple states or countries?
*
Yes
No
What are your primary financial goals for your estate (e.g., providing for family, charitable giving, minimizing taxes)?
*
Do you have any specific concerns about your estate (e.g., protecting assets from creditors, providing for a special needs family member)
*
Do you currently have a will or trust?
*
Yes
No
Have you designated powers of attorney or a health care proxy?
*
Yes
No
Do you have a living will?
*
Yes
No
Do you have life insurance policies?
*
Yes
No
What is the total coverage amount?
*
Do you have any other relevant insurance policies (e.g., long-term care insurance)?
*
Yes
No
Are there specific legacies or heirlooms you wish to leave to certain individuals?
*
Do you wish to leave a portion of your estate to charity?
*
Yes
No
If you own a business, do you have a succession plan in place?
*
Yes
No
I don’t own a business
Who would you prefer to manage your estate or business affairs in your absence?
*
Yes
No
Are you aware of the current estate tax exemption limits and how they might affect your estate?
*
Yes
No
Have you considered strategies to minimize potential estate taxes?
*
Yes
No
Name
*
Phone
*
Email
*