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How many retirement accounts does the senior have? What type? Approximate amount in each?

How many Savings / Checking / CD / etc accounts does the senior have? Approximate amount in each?

Does the senior have stock or other investment accounts? Please specify which type and approximate value.

Does the senior have other tangible assets? i.e. Car, Boat, Home, etc)? What are the approximate values for each?

Are you willing to see an attorney to can guide you in asset protection and legal matters?

Retainers vary but do you have some amount set aside for an attorney retainer?