Mindset Questionnaire

1
Are you willing to share your goals and concerns with us?* This field is required.1. You see no point in sharing your goals, concerns, family, and financial situation with your legal team. 2. You’re reluctant to share your goals, concerns, family and financial situation with your legal team. 3. You’ll consider sharing your goals, concerns, family, and financial situation an imposition so you’ll describe what you can with minimal effort. 4. You’re eager to share your goals, concerns, family, and financial situation with your legal team, understanding that’s the backbone to a successful plan.
Type in the number that corresponds with the statement that best represents you.
2
How do you view your relationship with your legal team?* This field is required.1. You consider your estate plan to be a simple transaction that should be a one-time event every ten or fifteen years. 2. You believe that you should update your estate plan every few years, and that one lawyer is as good as the next. 3. You agree that your plan should be monitored to keep up with the times and see the value of having an ongoing relationship with a good firm. 4. You consider your legal team an important element of your legal, tax and financial relationship necessary to keep up with the ever-changing world.
Type in the number that corresponds with the statement that best represents you.
3
Are you receptive to your lawyer’s ideas?* This field is required.1. You know exactly what you want in an estate plan and consider online document preparation as good as what any attorney could do. 2. You believe that a good lawyer may have some useful ideas, but most of those won’t apply to your situation anyway. 3. You see how your lawyer’s ideas might add value to your estate plan, but believe that’s more to benefit your children and has little effect on you or your spouse. 4. You’re open and receptive to our expertise in suggesting creative solutions leading to family harmony and protecting your financial well-being.
Type in the number that corresponds with the statement that best represents you.
4
Do you consider estate planning a simple transaction or a useful process?* This field is required.1. You believe that estate planning is a one-step transaction that does not require much thought. 2. You’re willing to answer a few questions, but become annoyed with all the steps your attorney asks of you. 3. You understand that good estate planning necessitates a thorough process, but haven’t been exposed to working with one. 4. You appreciate that we have an organized, 6-module process to ensure the best design, implementation, and maintenance of your estate plan.
Type in the number that corresponds with the statement that best represents you.
5
Do you value interacting with a competent, well-trained estate planning team?* This field is required.1. Since you are paying the attorney, you expect only her to answer all of your questions. You won’t interact with her team. 2. You reluctantly work with your attorney’s team when you have to, but would prefer that you speak directly with her on most matters. 3. You’re willing to interact with your attorney’s team, but need continuing assurance of their competency. 4. You are encouraged that our well-trained team includes drafting and funding professionals who help your attorney serve you quickly and efficiently.
Type in the number that corresponds with the statement that best represents you.
6
What are your expectations regarding turnaround time and fees?* This field is required.1. You expect all of your work to be completed yesterday, at little cost and done perfectly. 2. You believe that your matters are quite simple, therefore it shouldn’t take much time. The fees charged should be towards the lower end of the scale. 3. You have reasonable expectations regarding the time, value, and complexity of your matters in relation to fees. 4. You have high expectations that the estate planning experience and corresponding result will exceed the price.
Type in the number that corresponds with the statement that best represents you.
7
Do you view all attorneys as having roughly the same skills and expertise?* This field is required.1. You believe that most attorneys are interchangeable, and there’s not much difference between them. 2. While you recognize that some attorneys are better than others, you don’t believe you need the best for your situation. 3. You feel that you need a qualified attorney, but aren’t quite sure how to differentiate one firm from the other. 4. You want experienced specialists who can provide comfort and clarity in achieving your objectives.
Type in the number that corresponds with the statement that best represents you.
8
Name
First Name
Last Name
9
Email
example@example.com
10
Questionnaire Total
11
Type
Should be Empty: