Name
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First Name
Last Name
The goal of legacy planning is to ensure your vision & mission are carried on to the next generation, creating an everlasting impact. What family values do you want to communicate to your loved ones?
What is your gross net worth?
Do you have a life insurance policy (or policies)?
Yes
No
If so, what is the total death benefit?
Do you have a special request for your beneficiaries or need to discuss a specific asset to a beneficiary?
Do you want a charitable gift listed in your Estate Legacy Plan?
Would you like to plan a Legacy review meeting with your family? Topics of discussion could be; values & family mission statement, tax efficient gifting strategies, and benefits of long-term wealth planning.
Have you created a...
Family Living Trust
Designate Power of Attorney
Family Love Letter
Charitable Gifting Plan
Pre-need Burial Plans/ Eulogy
Would you like to establish...
Family Living Trust
Designate Power of Attorney
Family Love Letter
Charitable Gifting Plan
Pre-need Burial Plans/Eulogy
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