Prospective Client Questionnaire Step 1 of 3 33% Prospective Client QuestionnaireVirginia Estate and Trust Law protects your data with the highest degree of confidentiality. Your Name(Required) First Last Your Attorney(Required)Are you already working with a specific Virginia Estate & Trust Law attorney? Please SelectNancy Newton “Newnie” RogersLisa D. BingenSarah E. BrownlowHelen L. KempKatherine E. RamseyHeather H. SzajdaAlexandra B. BadmanLeah E. HenschenM.R. LitmanScott W. MasselliClaire M. StickleyThomas S. Word, Jr.T. Scott Word IIINone CurrentlyClient Referral(Required)Did someone refer you to Virginia Estate & Trust Law? Yes No Name of ReferenceTell us who referred you, so we can thank them. First Last Contact InformationPersonal Email Address(Required) Enter Email Confirm Email Mobile Phone(Required)Home Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country CountryAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongoCongo, Democratic Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzechiaCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussian FederationRwandaRéunionSaint BarthélemySaint Helena, Ascension and Tristan da CunhaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and the South Sandwich IslandsSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyria Arab RepublicTaiwanTajikistanTanzania, the United Republic ofThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaViet NamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Your Personal InformationName(Required) Prefix PrefixDr.MissMr.Mrs.Ms.Mx.Prof.Rev. First Middle Last Suffix Date of Birth(Required) Month Day Year Occupation(Required) Marital StatusAre you currently married?(Required) Yes No Information Regarding Your SpouseName Prefix PrefixDr.MissMr.Mrs.Ms.Mx.Prof.Rev. First Middle Last Suffix Date of Birth Month Day Year Occupation Information Regarding Your ChildrenNumber of Children(Required)Special facts regarding any family members (i.e. blended family, adoption, disabilities, etc.) Your Financial Summary – Combined AssetsPlease check all that apply.Primary Residence Jointly Titled Owned by You Owned by Your Spouse Secondary Residence Jointly Titled Owned by You Owned by Your Spouse Other Real Estate Jointly Titled Owned by You Owned by Your Spouse Cash & Equivalents(bank accounts, money market accounts, certificates of deposit, credit union accounts) Jointly Titled Owned by You Owned by Your Spouse Marketable Securities(stocks, bonds, partnerships that are publicly traded other than those held in retirement plan accounts) Jointly Titled Owned by You Owned by Your Spouse Retirement Accounts(401ks, IRAs, Roth IRAs, SEP IRAs, etc.) Jointly Titled Owned by You Owned by Your Spouse Business Interests(Corporations, Partnerships, LLCs that are NOT publicly traded, etc.) Jointly Titled Owned by You Owned by Your Spouse Profit Sharing/RSUs/Stock Bonus Jointly Titled Owned by You Owned by Your Spouse Annuities Jointly Titled Owned by You Owned by Your Spouse Cryptocurrency Jointly Titled Owned by You Owned by Your Spouse Vehicles & Boats Jointly Titled Owned by You Owned by Your Spouse Other Tangibles/Collectibles(Art, Jewelry, Furnishings, Antiques, etc.) Jointly Titled Owned by You Owned by Your Spouse Other Notable Assets(529 plans, UTMA accounts, promissory notes, copyrights, patents, royalties, firearms, mineral rights, precious metals, etc.) Jointly Titled Owned by You Owned by Your Spouse Net Death Benefits Jointly Titled Owned by You Owned by Your Spouse Your Financial Summary – Combined LiabilitiesPlease check all that apply.Mortgage, Residence Jointly Titled Owned by You Owned by Your Spouse Mortgage, 2nd Residence Jointly Titled Owned by You Owned by Your Spouse Other Debts Jointly Titled Owned by You Owned by Your Spouse Additional Questions For YouAre either of you the current beneficiary of a trust created by someone else?(Required) Yes No Have you ever created an irrevocable trust for the benefit of yourself or another person?(Required) Yes No Do either of you or does any family member have any significant health issues or disabilities?(Required) Yes No Your Other AdvisorsDo you have an investment advisor?(Required) Yes No Investment Advisor Name First Last Additional InformationPlease list any specific goals, concerns, or questions that you currently have with respect to the estate planning process: