Estate Discovery Form
Thank you for your interest in Pathway Partners Foundations! Before scheduling your free 15-minute call, please help us learn a bit more about you so we can make the best use of our time together.(All information is confidential and used only for assessing how we can help you.)
Name
*
First Name
Last Name
Email
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred Initial Contact
*
Phone Call
Text
Email
*Our 15 minute discovery session will be done via Webex or phone call.
Who are we planning for?
*
Personal (looking for help getting your own plan in place)
Family or Friend (looking to assist someone in planning)
After a loss (looking for help with the loss of family member)
After a loss (I am the executor or executrix of a will)
Are any of the following already in place?
*
Will
Revocable Living Trust
Power of Attorney
Healthcare Proxy
None of the above (or unknown)
What type of assets do you potentially need help sorting through?
*
Primary Residence
Banking and Investments
Rental Property
Business Assets
Personal Items
Other or None of the above
Please provide a brief description of your situation.
Submit
Should be Empty: