ESTATE PLANNING GUIDE FLIPBOOK JUNE 9 - Flipbook - Page 18
BRADLEY LAW FIRM, PLLC
NEW CLIENT QUESTIONNAIRE
All information disclosed on this Questionnaire will be held in the strictest
confidence and will not be disclosed to any third party without your consent.
This form is to be completed by married persons only. If you are single and have received this form in
error, please contact our office at 901.937.2800 for the proper form.
Personal Information
Husband
Full Legal Name
Social Security #_____
Name you prefer on Legal Documents
Address
County
City
Home Phone
State
Cell Phone
DOB
US Citizen? Yes No
Email Address
Employer
Position
Address
City
Business Phone
Business Fax
Are either of your parents still living? Yes No
Are you a Veteran? Yes No
Zip
State
Zip
Are either of your grandparents still living? Yes No
If yes, please add Service Entry and Discharge Dates
Wife
Full Legal Name
Social Security #
__________
Name on Legal Documents
Address
County
City
Home Phone
State
Cell Phone
Employer
Position
Address
City
Business Phone
Business Fax
Are either of your parents still living? Yes No
Date of Marriage
DOB
US Citizen? Yes No
Email Address
Are you a Veteran? Yes No
Zip
State
Zip
Are either of your grandparents still living? Yes No
If yes, please add Service Entry and Discharge Dates
Existing Prenuptial Agreement? Yes No
Have you ever lived in any of the following states: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas,
Washington, or Wisconsin? Yes No
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Married Ver. 2015