Date of birth (required)
If applicable, will your partner require a will with similar provisions?
How many children do you have?
If applicable, are any of these children under the age of 18?
Do any of these children have learning disabilities or any special needs?
Do you own your home?
If applicable, what is the approximate value of your home?
Do you have a life insurance policy?
Do you own your own business?
What is the approximate value of your assets?
Would you like to talk to someone about making a lasting power of attorney?
Would you like to talk to someone about using your will to plan for home care in the future?
Are you interested in leaving an amount of money to a charity in your will?
Is there any other information/special requests you would like to tell us about?
Where did you hear about us?
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