KPP Worksheet Purple Worksheet Kids Protection Plan Workshop Purple Worksheet Kids Protection Plan Workshop Name * First Last * Last Spouse/Partner Name Spouse/Partner Name First First Last Last Address Email * Home Phone Cell Phone * What is the best way to reach you? Home Phone Cell Phone Email Text OtherOther Please tell us about the things that concern you: I Need a Kids Protection Plan for my Minor Children I Need to Make Sure My Kids Don’t Inherit at 18 I Need to Ensure My Kid’s Inheritance Is Protected From Lawsuits, Creditors or A Future Divorce I Need to Avoid Probate I Need to Fund My Trust I Need to Avoid Estate Taxes I Need a Life & Legacy Planning Session I Need to Plan for My Own Care I Need to Find Out What Would Happen to My Assets if Something Happened to Me I Need to Ensure My Assets Are Not Lost to The Government I Have Special Needs Family Members to Protect I Need Asset Protection Planning OtherOther Do you own a business? Yes No Take Your Next Steps: Yes! Please call me today to schedule a Life & Legacy Planning Session. Please send me Wear Clean Underwear, the bestselling book on legal planning for families. Please send me your e-newsletter. Please Share Your Comments About this Workshop: May we share your Workshop Comments on our social media with your first name and last initial only? Yes No How Else May We Serve You? If you are human, leave this field blank. Submit
