Planning Questionnaire

I want to avoid Probate.
I am concerned about losing my life savings to the Nursing Home.
I own a Business or Farm and want to know the best way to transfer to my family or possibly sell it someday.
I want to protect my kids' inheritance from divorce or other creditors.
My parents or spouse are aging and currently need care or will need care soon.
Do I have to be wealthy to benefit from a Trust?
If I can't make Legal and Financial Decisions for myself, I want my affairs to be conducted in my best interest.
I am starting a Business for Asset Protection or need Business advice.
If I am too ill to make Health Care Decisions for myself, I want my wishes to be carried out?
A loved one just passed away.
I have questions about Real Estate or Oil & Gas Mineral Rights.
My child is disabled. How can I protect his or her future?
I have Minor Children and want to name a Guardian.

General Information

Fields marked with * are required.

                                
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Birth Date *

                                Are text meeting reminders acceptable?

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Marriage Date *

                                
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Birth Date *

                                Are text meeting reminders acceptable?

Children, Grandchildren and Others Involved in Plan (if applicable)

Financial Information

Please bring any deeds and most current financial statements to meeting.

Assets

Please provide the Financial Institution, Address or Other Description and Approximate Value for each applicable category below.

Liabilities

Please provide a Description including Creditor, Date Issued, etc. and Approximate Balance for each applicable category below.

Income

Please provide a Description including Social Security, Wages, etc. and Approximate Amount for each applicable category below.