Do you currently have a Living Care Plan in place?
In the event that you would be unable to perform basic daily functions, would you be able to fund the necessary assistance, care facilities and healthcare costs without financially burdening your spouse, children or yourself?
What do you currently have in place for your Protection Plan? (Ex. should you or your spouse need assistance for an unexpected illness or long-term recovery, how would you afford this?)
Is there someone in your life who you are caring for or who depends on you financially?
Please tell us, what are some of the things that keep you up or could keep you up at night worrying?
What financial resources do you have now? (Ex. Long-Term Insurance Policies, Annuity, Separate Savings, CD's)
In the last year, do you or did you have any health conditions that might affect your estate plans or insurability?
If you responded yes to the previous question, which of these apply?
If not listed above, please provide detail.
Should be Empty: