Date of Birth *

MM

DD

YYYY

Phone *

(###)

###

####

Date of Birth *

MM

DD

YYYY

Phone *

(###)

###

####

Date of Marriage *

MM

DD

YYYY

Do you have a pre- or post-nuptial agreement? *

Yes

No

Have you previously been married, entered into a civil union, or domestic partnership? *

Yes

No

Does either spouse have any children outside of the current marriage? *

Yes

No

Have you adopted any children? *

Yes

No

Do you have an existing Trust, Will, or other estate planning document? *

Yes

No

Are you a beneficiary of a Trust? *

Yes

No

Date of Birth

MM

DD

YYYY

Phone

(###)

###

####

Date of Birth

MM

DD

YYYY

Phone

(###)

###

####

Do you have any deceased or estranged children? *

Yes

No

Does Client 1 have long-term care insurance? *

Yes

No

Does Client 2 have long-term care insurance? *

Yes

No

Out of State Assets *

Do you own any Real Estate Property or Financial Accounts outside of the State of Colorado?

Yes

No