WorksheetFAMILY NEEDS EVALUATION WORKSHEET(All Information is Confidential)CONTACT INFORMATION:Discovery Call WorksheetDiscovery Call WorksheetPlease tell us a little more about your self and how we can assist you. This information is confidential. Name * First Last * LastSpouse/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 Why did you decide to attend this event now? * Who are the people who will benefit from the planning you do? Do you have an estate plan (Will, trust, POA, healthcare proxy/living will)? Yes, I have a plan but its old or outdated No, and I need one! Not Sure, I might have some documents ...Are you concerned about what would happen if you don't get this done? Yes! I don't want my family to have to deal with a mess! No, I'll be dead Not sure, I need more clarity Yes, I Need to Plan for Myself Do you own a home? YesNo Do you have children? Yes, they are under 18Yes, they are over 18NoNo, I have pets and they are like my children 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 OtherOtherTake Your Next Steps: Yes! Please call me 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 Don't do anything, I just like filling out forms Please Share Your Comments About how this Workshop helped you or what we cna do to make it more valuble: 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? Submit If you are human, leave this field blank.
