• Legacy Planning With The Pros!

    $175/registrant (Each Registrant is allowed up to 2 guests $25/guest)

  • What’s included:

    • 1hr group presentation by the legal pros - introduction to who they are, what they do and why, and some general estate planning information. All questions reserved for individual consultation. • 30 min consultation with a legal estate planning pro: Discussion with registrant and their 2 guests regarding the registrant’s estate, the primary docs in most plans, what’s needed in the registrant’s plan, and answer specific questions about the registrant’s estate. • Financial advisor, CPA, and insurance pro onsite. • A roadmap to your legacy plan • Light Lunch

  • **The consultation does not include your estate plan, you must retain the attorney after the consultation to obtain your complete plan with your estate planning docs

  • Registrant Information

  • Format: (000) 000-0000.

  • Guest Policy Confirmation and Guest Information

  • Confirm guest policy*
  • Guest 1 to add?*
  • Format: (000) 000-0000.
  • Guest 2 to add?

  • Family, Business, and Planning Interests

  • Are you a W-2 employee?*
  • Do you own a limited liability company or other small business?*
  • If you selected "Yes" or "Other" in the previous question, Do you have an operating agreement?
  • Are you interested in long-term care or Medicare planning?*
  • Do you have any children?*
  • Children's ages
  • Do you have any grandchildren?*
  • Grandchildren's ages
  • Which planning interests apply?

  • Real Estate and Vehicle Ownership

  • Do you own a house?*
  • Has a transfer on death designation been filed for the home?
  • Do you own a car or other vehicle?*
  • Is there a lien on any of the vehicles?
  • Has a transfer on death designation been filed for the car if there is no lien on the title?
  • Additional details about real estate or vehicle ownership

  • Bank Accounts and Investment/Insurance Assets

  • Do you have any bank accounts?*
  • How are your bank accounts titled?
  • Has a payable-on-death designation been filed for any bank accounts?
  • Do you have any stocks, bonds, mutual funds, investment accounts, 401(k), or IRA accounts?*
  • Do you have online access for any of these accounts?
  • Do you have a copy of the policy or contract for any of these accounts?*
  • Have you named a beneficiary for any of these accounts?*
  • Have you named a minor as a beneficiary?
  • Have you listed a trust as beneficiary?
  • Have you listed more than one person as beneficiary?*

  • Advance Directives and Will

  • Do you have a Financial Power of Attorney?*
  • Do you have a Medical Power of Attorney?*
  • Do you have a HIPAA authorization?*
  • Do you have a living will?*
  • Do you have a will?*
  • Do you have a trust? (This is a document that can be used during life as well as when you pass to give your wealth to your heirs, a charity, or others)*
  • Should be Empty: