Qualification intake Step 1 of 12 8% To get started, what is your first name?(Required) First Feel free to use your nickname. What is your relationship status?(Required) Single Married Engaged Have a life partner Do you have an anticipated marriage date? MM slash DD slash YYYY What is your spouse's first name? First What is your partner's first name? First What is your fiancé's first name? First What are your estate planning motivations? Get affairs in order Provide for a family member or friend Separate estate from a family member Plan for the survival of a business Protect against estate taxes or lawsuits Ensure privacy for estate and heirs Establish care for family member(s) with disability or special needs Something else What is your other motivation? Do you have any children? Yes No Pregnant, adopting, or planning Date anticipating new child MM slash DD slash YYYY What is the structure of your family? We are joint parents of our child(ren) We have a blended family Are any of your children? Under the age of 18 Have special needs Have issues managing money Have children of their own (i.e., your grandchildren) In the custody of someone, including a former spouse, other than you Something else What other detail regarding your child(ren) would you like to share? [Placeholder for content dependent on responses to children questions.] Do any of the following situations apply? New or recent children to provide for Upcoming surgery or health concern Change in financial condition Other need to provide for loved ones When is your upcoming surgery or health concern, if known? MM slash DD slash YYYY Are there existing legal documents to consider? Existing wills or trusts Prenuptual agreements Divorce settlement, including alimony or child support Other You will have a chance to upload these documents later.What other document(s) should be considered? If the estate is of a certain size, tax planning becomes particularly critical. Including real estate (even if mortgaged), roughly how large is your estate? Less than $3.5 million Between $3.5 and $12 million Greater than $12 million If the estate is of a certain size, tax planning becomes particularly critical. Including real estate (even if mortgaged), roughly how large is and your estate? Less than $7 million Between $7 and $24 million Greater than $24 million Roughly how large is 's estate? Less than $3.5 million Between $3.5 and $12 million Greater than $12 million For shared assets, approximate ownership and later discuss with your attorney. Finally, consider the complexity of the estate's property. Do any of these apply? There is ownership or interest in a business to consider Some of the holdings are complex or difficult to value, such as mineral rights or royalties You're a fit! ---Placeholder for "analyzer" based on family dynamics and motivations Share a related example of a plan... --Single --Married --Kids – existing or planned --Situational drivers for getting an estate plan ---Show examples of attorneys available in user's state. [Create an account, then move on to the Design form.]
