Unmarried Individuals Online Questionnaire

We want to make your estate planning journey as simple as possible. And we want to thoroughly understand your concerns and wishes. Because the more we know about you, the better we can tailor the documents to your individual & unique needs. We have seen too many cases where individuals (often unknowingly) were left with an incomplete estate plan, and we endeavor to avoid this for our clients.

To that end, please complete the following questionnaire to the best of your abilities, so we can gain an overview of some of your estate planning needs or concerns. We will of course discuss your estate planning needs in detail in person, but it is often helpful to both the client and us if we have some basic information before the initial meeting.

Please note that you don't need to answer every question -- we only want to know what you want us to know, and what you are comfortable with.

First name

Last name

Street Address (incl. Apt. no.)

City

State

Zip

Main phone number

How many children do you have?

Please enter -0- if none

What is the value of your personal residence (if you own)

If you do not own, please enter -0-

Please identify the types of your INCOME (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your combined monthly INCOME (approximate)

Enter -0- if none or TBD if unknown

Please identify the types of your LIQUID ASSETS (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your combined LIQUID ASSETS (approximate)

Enter -0- if none or TBD if unknown

Please identify the types of your OTHER assets (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please enter the value of your total combined OTHER assets (approximate)

Enter -0- if none or TBD if unknown

Do you want (or need) to avoid probate?

Do you want a trusted person to hold & manage your assets for your beneficiaries (such as your spouse or children) in trust, and to make distributions to them only upon the occurrence of certain dates or events, such as when a beneficiary attains a certain age?

Are you interested in (or do you or a family member need) Asset Protection?

Are you interested in (or do you need) Medicaid Planning?

Which of these estate documents do you already have? (multi-select)

To multi-select: hold down ctrl key (on PC), or hold down shift key (on MAC)

Please feel free to let us know about specific issues or concerns you would like us to address in your estate plan

Contact us today to begin the conversation.

To speak with an attorney, please call Mazloumi Law at 516-466-7526 or email us at info@mazloumi.com to set up a consultation at your convenience.

Unmarried Individuals Online Questionnaire

(516) 466-7526