Worksheet FAMILY NEEDS EVALUATION WORKSHEET(All Information is Confidential) CONTACT INFORMATION: Purple Worksheet 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 Who are the people who will benefit from the planning you do? When you die, who would step forward to handle things for you? Is this the person you would want to step forward? Yes No Not Sure I Need to Plan for the People I Love If you become incapacitated and cannot manage your legal or financial affairs, or make health care decisions for yourself, WHO would step forward to handle things for you? Is this the person you would want to step forward? Yes No Not Sure I Need to Plan for Myself Do you own a business? YesNo If Yes, would the people counting on you know what to do and how to keep the business going without you? Yes No I Need to Plan for my Business If you could only plan for one, who would you be planning for? My family Myself Not Sure My Business My pets Please tell us about any other the other things that concern you: I Need to Avoid Probate I Need to Ensure My Assets Are Not Lost to The Government I Need a Kids Protection Plan for my Minor Children I Need to Avoid Estate Taxes I Have Special Needs Family Members to Protect I Need Asset Protection Planning OtherOther 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
