Legacy Wise Advisors — Estate & Family Readiness Intake
Estate & Family Readiness Coordination. Provided and coordinated by Legacy Wise Advisors, Inc. Use this initial intake to tell us about your family, financial goals, preparedness concerns and documents you may need to organize. Do not submit Social Security numbers, full account numbers, passwords, tax returns, medical records or other sensitive documents in this initial form.
Contact and scheduling
Full name
*
First Name
Middle Name
Last Name
Email
*
example@example.com
Phone
*
Please enter a valid phone number.
Format: (000) 000-0000.
Preferred contact method
*
Phone
Email
Text message
Other
Preferred consultation time and time zone
*
Household and goals
Relationship status
Please Select
Single
Married
Partnered
Separated
Divorced
Widowed
Other
Household and family considerations
Top three financial and family goals
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Main concerns or gaps to review
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What a successful consultation would help you accomplish
*
Life stage and retirement context
Current life stage
*
Building foundations
Raising/protecting a family
Approaching retirement
Already retired
Managing a major life transition
Helping a parent or family member
Other
Preparing for eventual retirement?
*
Yes
No
Current employer or pension system
Anticipated retirement timing
Topics and existing documents
What topics would you like to discuss?
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Estate-readiness roadmap
Family, asset and beneficiary organization
Life insurance or survivor-income protection
Disability and income protection
Pension options or retirement readiness
Funeral or final-expense planning
Last will and testament coordination
Financial power of attorney
Healthcare power of attorney, healthcare proxy or advance directives
Trust basics and legal-document coordination
"If Something Happens" family instruction letter
Executor or successor checklist
Emergency next-step organization
Tax or accounting coordination with Prestige Tax Group
Insurance coordination with Fusco Insurance
Not sure and need guidance
Which documents or plans do you currently have?
Last will and testament
Financial power of attorney
Healthcare power of attorney or healthcare proxy
Advance directive or living will
Revocable living trust
Other trust
Funeral or final-expense plan
None of these
Unsure
What is their current status?
Current
May need review or updating
Incomplete
Unsure
Do you already have an attorney you want to use?
Yes
No
Unsure
Additional details
Consents
Legacy Wise Advisors, Inc. is not a law firm and does not provide legal advice or draft legal documents. Legal services are provided separately by participating attorneys licensed in the applicable jurisdiction or by an attorney of the client’s choice. Fusco Insurance handles its licensed insurance scope under a separate engagement. Prestige Tax Group handles its tax and accounting scope under a separate engagement. Insurance, tax, securities and other regulated services require separate review and engagement with the appropriate provider.
I have read and understand the legal and professional-role disclaimer above.
*
I have read and understand the legal and professional-role disclaimer above.
Marketing consent
I agree to receive marketing communications from Legacy Wise Advisors.
No marketing communications
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