Complete your inventory & assessment before we can start planning for your future.
Please complete and submit this Florida Estate Planning Inventory and Assessment prior to your Family Estate Planning Design Session to ensure that I have enough time to understand the specifics of your situation prior to our meeting.
The Inventory & Assessment is a great way to get your documents and information organized, and it will help you start thinking about who you trust with your assets and your legacy…it will also help facilitate and streamline our design session.
If you are married or have a significant other, please also have them complete their own Inventory and Assessment questionnaire.
DO NOT WORRY ABOUT TOTAL ACCURACY – JUST DO THE BEST YOU CAN TO FILL IT OUT
*ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL*
Estimated time to complete: 20-30 mins.
Florida Estate Planning Inventory & Assessment
If you have a question or just want to connect, get in touch today.