First Name
Last Name
Phone
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Email
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Do you have a legal document stating who will take care of you if you cannot do so? (Your spouse will have to be named on the document or may have to go to probate court to get permission)
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Yes
No
Do you have a legal document stating who will take care of your financials, businesses, and bills if you cannot do so? (Your spouse will have to be named on the document or may have to go to probate court to get permission)
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Yes
No
Do you have a legal document stating who will take care of your minor children if you are unable to do so?
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Yes
No
Is your home deed set up so that your home will go to your beneficiaries without going to probate court if you pass away?
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Yes
No
In Michigan, if you need 24 hour skilled nursing care (you get into an accident, for example), then the government makes you spend all of your assets down until you only have $3,000 or less. Do you have protection against this?
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Yes
No
Have you recently gone through, or are expected to go through, a major life event (getting married, buying a house, having a child, changing jobs, promotion, graduating, etc.) in the near future?
Yes
No
Do you have life insurance outside of your work policy so that your family can afford to pay for your home if you have a mortgage on your house?
Yes
No
Submit