What Legacy Are You Leaving?
Online Life and Legacy Questionnaires
Background Information
The information in this section provides us with pertinent information about you: age, marital status, address, and preferred methods of contact.
Asset Assessment Part 1
Determining the title ownership, character, and value of your assets is essential to your estate plan. This section covers Real Property and Possessions.
Asset Assessment Part 2
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.
Asset Assessment Part 3
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
Potential Beneficiaries
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.
Nomination of Powers – Guardians
Identify all potential Long-Term Guardians for Minor Children, Short-Term Guardians for Minor Children, and Guardians for Pets.
Nomination of Powers – Primary Client
Identify all potential Trustees, Executors, Financial Agents.
Nomination of Powers – Second Client
Identify all potential Trustees, Executors, Financial Agents.
Contact Information of Your Advisors
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.
Planning Objectives/Family Values
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.