Risk Assessment Form - Metropolitan Law Group

Risk Assessment

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- Step 1 of 3

Name *

First

Last

Email *

By providing my email address and/or phone number, I agree to receive communications from Metropolitan Law Group.*

PART 1:

Complete the following fields to calculate your risk assessment score.

Do you have children?

If you have children, enter: 1
If you have children under 18 years old, enter: 2

Do you have any investment properties?

Enter the number of investment properties.

Do you have creditors?

If yes, enter: 1
Consider car loans, credit card debt, mortgage, etc.

Do you have business interest or are an independent contractor?

If yes, enter the number of businesses you have.

Are you a part of a blended family? (married with children from another relationship)

If yes, enter the number of children you have that are not biological children.

Do you have any of the following accounts: bank, brokerage, retirement, and/or life insurance?

If yes, enter the number of individual accounts you have.

Do you have a loved one with special needs or is receiving government aid?

If yes, enter 2.

PART 2:

Continue with the following fields to calculate your risk assessment score.

Do you have a Trust and have assigned assets to the Trust?

If yes, enter 2.

Have you appointed guardians for minor children in your Trust?

If yes, enter 2.

Have you transferred your home into a Trust?

If yes, enter the number of homes added to the Trust.

How many of your investment properties have been assigned to a Trust?

Enter the number of investment properties added to the Trust.

Have you created a legal business entity and registered it with the state, signed operational documents and have a buy/sell business succession agreement(s) in place?

Enter the number of businesses applicable.

Have you appointed a person over 18 as the Beneficiary on Death to all of your accounts?

If yes, enter 1.

Have you appointed a Trust as your Beneficiary on Death to all of your accounts?

If yes, enter 2.

Have you set up a Special Needs Trust for your loved ones who have disabilities or receive government assistance?

If yes, enter 2.