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 Estate Planning Design Session to ensure that I have enough time to understand you and your family’s specific needs and goals prior to our meeting.
The Inventory & Assessment is a great way to get your documents and information organized, make decisions about whom you trust to manage your assets and affairs, and whom you trust to care for and protect your family and loved ones if something should happen to you…it will also help facilitate and streamline our design session.
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.