This survey is to help not only identify your immediate legal problems but also to insure your ongoing legal health and wellness. Like a legal thermometer, this check-up helps your legal advisor assess your current legal health so that you can work together as a team with your legal advisor to prevent or minimize legal troubles in your life. Take the time to complete this check-up.
Do you have a will which has been revised within the past three years? Yes □ No □
Do you currently have any concerns about your job or business? Yes □ No □
Do you have adequate life insurance protection? Yes □ No □
Do you have adequate medical insurance? Yes □ No □
Do you presently have a written and current listing of all important future dates concerning your legal and financial matters? Yes □ No □
Do you have a file, stored in a secure and fireproof location, containing all important documents (wills, titles, securities, contracts, marriage, divorce papers, deeds, pension plans, profit sharing plans, etc.)? Yes □ No □
Within the last three years, have you reviewed the beneficiary designations on insurance policies, pension plans, bank accounts, and other important documents? Yes □ No □
Do you have a complete and current personal financial statement which lists in detail your personal assets and liabilities? Yes □ No □
Do you have any concerns about your debts? Yes □ No □
Do you have a complete and current inventory of all your physical possessions sufficient to support a claim in the event of a loss? Yes □ No □
Do you have concerns about the academic/emotional/social development of your child(ren)? Yes □ No □
Are there currently extraordinary emotional pressures and stresses on your life? Yes □ No □
After reviewing these questions, are there any matters or issues which you believe should be updated, reconsidered, or brought to the attention of your lawyer? Please explain below. Yes □ No □
Have any of these questions caused you to consider taking some action or making some further review? Please explain below. Yes □ No □
Are there any other legal, financial, or personal concerns which you believe should be brought to the attention of your lawyer? Please explain below. Yes □ No □
On the lines below, please expand on any of your answers which you believe would give your lawyer a better picture of your current legal health.
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Please comment on whether this is helpful or not, and especially if there are any changes/improvements you can suggest. I thank you in advance for your comments.
