ESTATE PLANNING

Welcome to Your Estate Planning Journey
Estate planning is a vital part of financial management, but it’s often set aside until it's too late. At Abiding Wealth Partners, we believe estate planning is not just for the wealthy—it's a fundamental step for everyone, regardless of the size of your estate. Our goal is to help you protect what matters most: your loved ones, your assets, and your legacy.

To help us understand your needs and provide the best guidance, we invite you to complete this brief form. This is just the beginning of a conversation, and we'll discuss the details together in a personal meeting to ensure your plan aligns with your unique goals and values. Thank you for allowing us to be part of this important step in securing your future.

Name

First NameLast Name

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Primary Estate Planning Goals (Check all that apply)

Current Estate Planning Documents(Check all that apply)

Best Method of Contact:

Best Time to Contact:

Additional Comments or Concerns (Optional):

Consent and Acknowledgment

Signature

Advisory Persons of Thrivent Advisor Network provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Abiding Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.