Resources NewClient Questionnaire I. Your Information Your Name * DOB Your Email * Spouse Name * DOB Spouse Email Address Children Name DOB -+ II. Beneficiaries - "Who should get your assets when you pass away?" Name Percentage / Dollar Amount -+ Be thinking about backup plans too - if any / all of the above should die before you, who should get their portion instead? III. Successor Trustees - "Who should be in charge of doing the paperwork and making those distributions?" First Choice Second Choice Third Choice IV. Power of Attorney - "If you become incapacitated, who should help handle your finances?" First Choice Second Choice V. Advance Health Care Directive - "If you become incapacitated, who should be your medical liaison?" First Choice Second Choice OR Print out a this form to complete and bring to the law office. Download Form ResourcesPractice Transfer Letter Download
