*Borrower's Name:

Co-Borrower's Name:

Family Planning: Wills/Estates/Probate Avoidance

*Do you have a will or trust?     Choose One Yes No

If not, may we recommend one? Choose One Yes No

Name

Phone

Email

Comments on this professional

Financial Planner

*Are you working with a Financial Professional

for retirement planning?            Choose One Yes No

If not, may we recommend one? Choose One Yes No

Name

Phone

Email

Comments on this professional

CPA / Tax Professional

*Do you work with a professional in the preparation of your taxes? Choose One Yes No

If not, may we recommend one? Choose One Yes No

Name

Phone

Email

Comments on this professional

Real Estate Agent

*Are you working with a real estate professional? Choose One Yes No

If not, may we recommend one?                        Choose One Yes No

Name

Phone

Email

Comments on this professional

I (We) hereby authorize the above referenced professionals to release any and all information  requested by Solution One Mortgage as needed to assist in the process of my loan application. I further understand that I am under no obligation to work with any referred professionals.

*Borrower Signature: Date: