Estate Planning App

1

How would you describe your current estate plan?* This field is required.

I have no will or trust

I have a will only

I have BOTH a will & trust

I have both + other documents too

2

Do you have signed a Financial Power of Attorney (FPOA) designating who will pay bills and manage accounts if you are unconscious or incapacitated?

YESNO

3

Do you have an Advanced Healthcare Directive that instructs doctors on the degree of extraordinary medical care you'd wish them to provide in extending your life?

YESNO

4

Do you have minor children but haven't yet legally designated in writing who will care for them in the event something happens to you or your spouse?

YESNO

5

If you've never done estate planning before, which would you check as the #1 reason you've elected to put it off?* This field is required.

It seems morbid so I haven't wanted to do it.

It seems expensive so I've avoided the cost.

It's complicated.

It's already been taken care of.

6

If there was a way of getting all these documents completed for a fraction of the cost most law firms charge, would you consider doing it?

YESNO

7

On a scale of 1-100, here is your Estate Readiness Score. Those scoring below 70 are more prone to leaving loved ones in the lurch, and potentially in financial jeopardy. If you'd like to increase your readiness score, our IWA team is here to help!...

8

To schedule a 15-minute Discovery Chat (either by phone or by Zoom) with one of our Investment Advisors, you can easily submit your answers and contact information on the next page, and we'll send you a calendar invite:

This online survey is not intended as investment advice and is for educational purposes only. Investment advice offered by Integrity Wealth Advisors, a Registered Investment Advisor.

9

What name should we use when reaching out to you?* This field is required.

First Name

Last Name

10

Your preferred phone number:* This field is required.

Please enter a valid phone number.

11

Your preferred email address:* This field is required.

example@example.com

12

Finally, before you hit SUBMIT, would you prefer we reach out by phone or email?

Phone

Email