Altman Form Test (Not For Production)

1. Personal Information: (~ 3 min)

Name(Required)

First Last

(name most often used to title property and accounts)

Also Known As

(other names used to title property and accounts)

Prefer to be called

Birth Date(Required)

Are you a US Citizen?(Required)

Yes

No

Home Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Mailing Address (if different from above)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

County of Residence

Home Telephone

Cell number

Email

Date of Marriage

It is okay to communicate with me via my E-mail address.*(Required)

Yes

No

2. Your Spouse’s Information: (~ 2 min)

Spouse’s Full Legal Name(Required)

First Last

(name most often used to title property and accounts)

Also Known As

(other names used to title property and accounts)

Prefer to be called

Birth Date(Required)

Are you a US Citizen?(Required)

Yes

No

Spouse’s E-mail

It is okay to communicate with me via my E-mail address.*(Required)

Yes

No

Spouse’s Cell number

3. Children & other Family Members: (~ 2 min)

Children & other Family Members

Full Legal Name (First, Middle, Last)

DOB/Age

Phone Number

Married? If yes: Name of Spouse?

Address

Children? If yes: Names & Ages?

Parent or Other Relationship?

4. Other Family Members or Individuals or Entities Named In Your Estate Plan, Not Listed Above: (~3 min)

Other Family Members or Individuals or Entities Named In Your Estate Plan, Not Listed Above

Full Legal Name (First, Middle, Last)

DOB/Age

Phone Number

Relationship

Address

EIN (if charity)

5. Advisors for You and Your Spouse: (~ 2 min)

How did you find us?

Facebook

YouTube

FindLaw

Avvo

Martindale-Hubbel

Lawyers.com

Other or Referred by

6. Important Family Questions: (~ 4 min)

Are you (or your spouse) making payments pursuant to a divorce or property settlement order? Please furnish a copy

You

Your Spouse

File

Max. file size: 256 MB.

Have you and your spouse signed a pre- or post-marriage contract? Please furnish a copy.

You

Your Spouse

File

Max. file size: 256 MB.

Have you lived in any of the following states while married to each other: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, or Wisconsin? If yes, which?

You

Your Spouse

Please describe

Altman Form Test (Not For Production)

Married Couples Estate Planning Organizer

1. Personal Information: (~ 3 min)

2. Your Spouse’s Information: (~ 2 min)

3. Children & other Family Members: (~ 2 min)

4. Other Family Members or Individuals or Entities Named In Your Estate Plan, Not Listed Above: (~3 min)

5. Advisors for You and Your Spouse: (~ 2 min)

6. Important Family Questions: (~ 4 min)