Step 1/8 Are you married? YesNoNext Step 2/8 Do you have kids? YesNoBackNext Step 3/8 Do you have an existing estate plan? Yes, and I’d like it reviewedYes, I need it updatedI don’t currently have an estate planBackNext Step 4/8 Do you own your home? YesNoBackNext Step 5/8 Do you have retirement or investment accounts? YesNoBackNext Step 6/8 Is your combined income over $90k per year? YesNoBackNext Step 7/8 What is your name? BackNext Step 8/8 Can we get your phone number and email? Back
