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Term Life AND if YES check all that apply
Universal Life AND if YES check all that apply
Whole Life AND if YES check all that apply
Identify heirs such as siblings, children, grandchildren OR other beneficiaries...include name, approximate age, and relationship.
Do any of the following circumstances apply to your estate?
Identify real estate, financial accounts, personal property vehicles, collectibles, etc.
Identify all parties who may be considered lenders with unpaid balances such as banks, credit card companies, finance companies and all other third parties with outstanding loans subject to be repaid.
Include name, relationship, approximate age, and state of residence (key roles are trustee, personal representative/executor, legal guardian, power of attorney, and healthcare surrogate).
May include your personal goals and/or concerns OR description of ANY other matter pertaining to your unique circumstances.


*Submission of information to insuranceandestates.com, Steven Gibbs or Insurance & Estate Strategies, LLC does not establish an attorney-client relationship betwe with the user. We are acting as attorneys or agents and no representation can be presumed unless and until the terms of the agreement are confirmed in writing.