*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

Your Family Planning Professional's information:

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

Your Financial Professional's information:

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

Your CPA/Tax Professional's information:

Name

Phone

Email

Comments on this professional

Real Estate Professional

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

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

Your Real Estate Professional's information:

Name

Phone

Email

Comments on this professional

I (We) hereby authorize the above referenced professionals to release any and all information  requested by Livingston 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: