Are you a busy professional, a trust officer/executor of estate?

Yes

No

Are you ready/eager for our help?

Yes

No

Are you mentally ready to move?

Yes

No

Can you afford moving services/pay on time?

Yes

No

Is your family supportive of using BB services?

Yes

No

Do you have a plan or can you give BB clear enough instructions so we can develop a plan?

Yes

No

Are you open to suggestions/new ideas?

Yes

No

Can you stay on target with the original plan?

Yes

No

Do you have enough work to keep BB busy?

Yes

No

Will you be appreciative of BB and can you see the value of BB’s services?

Yes

No

Are you willing to trust BB to handle things for you?

Yes

No

Can you see the importance of prioritizing?

Yes

No

If this is a TRUST, do you have the proper documentation to sign, legally? (POA, Trust Docs)

Yes

No

Name

First Name

Last Name