Watch the Estate Planning Video Below and then Fill Out the Confidential Survey to Claim Your $250 Gift

If You’re Ready to Take Action to Protect Your Assets and Family,

Fill Out the Confidential Information Survey and Claim Your $250 Gift

Once you complete it, you’ll be taken to our meeting calendar link where you’ll be able to choose a time for free consultation with me.

ESTATE PLANNING
CONFIDENTIAL INFORMATION SHEE
Protected by Attorney Client Privilege.

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First Name*

Last Name*

Your Spouse's Full Name

Address

Street Address City State / Province / Region ZIP / Postal Code

Email*

Mobile phone number

What is the best way for us to reach you?

Phone

Please tell us about your family:

How many children under age 18?

How many grandchildren do you have?

How many children over age 18 do you have?

YOUR NEXT STEPS:

Please contact me to schedule a Family Wealth Planning Session

PLEASE CHECK ALL THE TOPICS THAT INTEREST YOU

Check as many as apply to you.

I need to name guardians for my kids

I need to Avoid Probate

I need to Avoid Estate Taxes

I need Advanced Estate Planning

I need Protection from Lawsuits, Creditors, and Ex-Spouses

I need Medicaid or Long Term Care Planning

I need help with something else

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