Do you own a home/condo/co-op?
Yes No
Do you own any significant assets in addition to your home or car?
Yes No
If you own real estate, do you have a plan to protect
your equity?
Yes No
Are you and your spouse/domestic partner in good health?
Yes No
Have you or your spouse/domestic partner prepared a will?
Yes No
Have you or your spouse/domestic executed a health care proxy?
Yes No
Have you or your spouse/domestic partner prepares an estate plan?
Yes No
Are you able to pay your debts as they come due?
Yes No
Have you been injured on the job or on someone else's property?
Yes No
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