Inventory & Assessment

ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.

We must have this Questionnaire completed at least three days prior to your Planning Session to ensure that we have enough time to understand the specifics of your situation prior to our meeting. Don’t worry about total accuracy - just do the best you can.

If you are married or have life partners, please complete sections for Person 1 and Person 2. If single, please complete sections for Client 1 only.

If you have any questions or need help in completing any part of this form, please call our office at and we will set up a phone conference to assist you.

Full Name *

Email *

Preliminary Questions and General Document Request

In some instances, it is necessary for us to review other documents before we can make planning recommendations. If applicable, please bring the following documents to our first meeting or upload them using the link provided at the end of this list:

Copies of all deeds to real estate owned by you.
Copies of the most recent financial statements evidencing your ownership of bank accounts, investment accounts, retirement accounts, and annuities.
Copies of any stock or bond certificates.
Last 3 years of personal income, corporate, or partnership tax returns.
Copies of any existing planning documents, including wills, trusts, powers of attorney, health care directives, etc.

Do You Have A Premarital Or Marital Agreement? *

Yes

If yes, please upload a copy to your customer portal.

Do You Have Any Long-Term Care Policies? *

Yes

If yes, please upload a copy to your customer portal.

Is There A Divorce Decree Or Property Settlement Agreement For Divorce Under Which Continued Obligations Exist (Child Or Spousal Support, Maintain Life Insurance Policy, Etc.)? *

Yes

If yes, please upload a copy to your customer portal.

Have You Ever Filed A Gift Tax, Estate Tax, Or Trust Tax Returns? *

Yes

Click HERE to upload your documents to our secure Document Storage Vault