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Deferred Sales Trust™ Client Questionnaire

This is a free service. There are no upfront fees or obligations.

* Required Fields

Name

DOB ##/##/####

Spouse Name

Spouse DOB ##/##/####

Home Address Line 1

Home Address Line 2

State

Zipcode

Phone Number

Type of Property

State Property is Located

How Is It Owned?

Status of Property

Married?

If primary residence, have you lived in this property for at least 2 of the 5 years?

Brief description including age & size

What is the fair market value of the property after commissions, fees, etc?

Total amount of loans and/or mortgages to be paid from the sale proceeds?

What is the properties basis (cost plus improvements) before depreciation?

What is the amount of depreciation that has been taken? (if applicable)

What will be your income for the year of the sale, not including property sale?

Any Additional Information you would like to add?