The Ala Firm
The Ala Firm
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    • How we help your family
    • FAQ – Estate planning
  • Forms
    • Consultation questionnaire
    • Last will and testament
    • Financial power of attorney (POA)
    • Medical power of attorney (POA)
    • Trust agreement – Married couple
    • Individual pour-over trust
    • Guardianship election for minors
    • Living will
  • About The Ala Firm

General Questionnaire - MetLife Clients

This form is designed to gather preliminary information so I may develop recommendations. The more complete the information is, the better it will equip me to develop the best possible estate planning alternatives. Your information will be kept confidential unless you expressly authorize, in writing, its release to others.

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  • Information about you

  • Please provide all case numbers given to you by MetLife. There should be a separate case number for each type of document you wish to prepare (e.g. Will, Powers of Attorney, Living Will, and/or Trust)
  • This is typically the last 4 digits of your social security number. However, in some cases MetLife will assign a unique member ID.
  • The county in which your primary residence is located
  • MM slash DD slash YYYY
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  • Family Information

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  • Information about your spouse

  • MM slash DD slash YYYY
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  • Information about your children

  • Full NameAgeDate of birthAny special needs or disabilities? 
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  • Financial Information

    (Select yes even if you have a mortgage)
  • Type of property (rental home, land, etc.)AddressWho owns the property?Is there a mortgage? 
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  • Other Information

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About Marisa

Marisa Ala

Marisa is taking her 20 years of experience in litigation and helping families secure their financial future through informed estate planning.