Lifestyle Questionnaire Starter

Tell us more about the following:

1. Do you own any property in a name other than your personal name? (Trust, LLC, etc.)

2. Do you plan to complete any remodeling in the next 12 months?


3. Do you host parties or other gatherings at your home?


4. Do you rent your home(s) or other structure(s) to others? (Carriage house, pool)

5. Do you have a smart home?