Cutler Preliminary Client Questionnairerackliff2021-12-20T21:29:52+00:00

Cutler Preliminary Client Questionnaire

Basic Information

Family Data

Children	DOB	Marital Status	US Citizen	Partner	DOB	Marital Status	US Citizen




Grandchildren				Grandchildren


Great Grandchildren				Great Grandchildren

Property

Real Estate / Personal	Current Value	Tax Basis	Pre-Retire Growth	Post-Retire Growth	Owner

Investments

Type / Institution Name	Current Value	Tax Basis	Pre-Retire Growth	Post-Retire Growth	Owner

Retirement

Type / Institution Name	Current Value	Tax Basis	Pre-Retire Growth	Post-Retire Growth	Owner	Beneficiary	Employee Contribution	Employer Contribution

Business Assets

Business Name	Base Value	Tax Basis	Pre-Retire Gross Growth	Post-Retire Gross Growth	Owner	Business Type

Insurance

	Life 1	Life 2
Policy Number
Institution Name
Purchase Date
Policy Type
Person Insured
Owner
Beneficiary
Death Benefit
Cash Value
Cash Value Growth Rate
Annual Premium
Premium Term
Premium Payer
Reinvested At

	Long Term Care	Disability
Policy Number
Institution Name
Purchase Date
Insured
Benefit Amount
Owner
Annual Premium
Premium Term
Premium Payer
Elimination Period
Benefit Period
COLA

Does your insurance continue to fill a need?
Do you work closely with a life insurance agent?

Liability

Mortgage / Loans	Institution Name	Current Balance	As of Date	Interest Rate	Loan Term

Salary / Bonus & Social Security

	Annual Amount	Indexed At	Owner	Destination Account	Guaranteed	Starts	Ends
Salary/Bonus
Salary/Bonus
Social Security

Expenses

Current	Semi-Retirement	Retirement	Advanced Years	Desired Income in the Event of Client 1 Death	Desired Income in the Event of Client 1 Death

Current Estate Plans

	Simple Will	RLT	Funded	Gifts	ILIT	FLP	CLT	CRT	Bus. Succession	Other
Client1
Client2

Attorney / CPA Questions

Do you have an Estate Planning Attorney?
Would you like us to recommend someone?
Is your Attorney a key decision maker for you?
Is your CPA a key decision maker for you?

Personal Questions

Do you feel you have achieved financial security through retirement?
Do you have any potential inheritances?
How would you like to pass your estate?
Do you plan to leave any portion of your estate to charity?
Do you need to make any special financial provisions for any member of your family?
Who?
What are your plans to deal with Estate Taxes?
What is your largest obstacle in achieving your goals?
Are you willing to invest efforts/money if a plan serves to reduce/eliminate tax?
Financial Risk Tolerance