What Legacy Are You Leaving?
The information in this section provides us with pertinent information about you: age, marital status, address, and preferred methods of contact.
Determining the title ownership, character, and value of your assets is essential to your estate plan. This section covers Real Property and Possessions.
Determining the title ownership, character, and value of your assets is essential to your estate plan. This section covers Bank and Investment Accounts, Retirement, and Life Insurance Policies.
Determining the title ownership, character, and value of your assets is essential to your estate plan. This section covers Business Interests, Monies Owed and Expected, and Other Assets
This section asks you to identify all potential beneficiaries of your estate.
NOTE: Listing a person or particular organization in this section is not a firm indication of your decision to provide for an individual or make a bequest.
Identify all potential Long-Term Guardians for Minor Children, Short-Term Guardians for Minor Children, and Guardians for Pets.
Identify all potential Trustees, Executors, Financial Agents.
Identify all potential Trustees, Executors, Financial Agents.
Your various advisors play a key role in the establishment of your estate plan. For example, your financial advisor and life insurance agent may need to be contacted to confirm and/or change beneficiary designations and titling of accounts.
One of our goals is to assist you in identifying your estate planning objectives and family values so that we can focus our conversations on the issues most important to you.
You can find forms to print and fill out here should you need them!
Life and Legacy Assessment Forms (pdf)
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