Truce Resolutions PC
650 Alamo Pintado Rd., Suite 201
Solvang, CA 93463
(805) 619-0640

Event Attendance Worksheet

Thank you for attending our workshop. If you indicate below that you'd like to schedule a meeting with our office, we'll reach out shortly after you submit this Worksheet.

Contact information

First Name *

Last Name *

Email *

Phone

Address

Street Address

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Spouse/Partner Name

PLEASE TELL US ABOUT YOUR NEEDS

I need to make sure my wishes are honored and my family is cared for if something should happen to me

I need a Kids Protection Plan to name legal guardians

I need to avoid probate by creating an estate plan

I want my plan to protect the assets my beneficiaries will receive from creditors, lawsuits, and ex-spouses

I need to create an asset inventory so my assets are not lost

I need to make sure my business can keep running if something should happen to me

I already have a plan, but I need to make sure it will work the way I intended if something happens

I want to help my parents create their own plan to protect their assets and not leave me with a mess

HOW ELSE MAY WE SERVE YOU?

Please rate your satisfaction with this Workshop and the material presented.

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PLEASE SHARE YOUR COMMENTS ABOUT THIS PRESENTATION. WHAT DID YOU LEARN?

May we share your comments? It helps us get the word out. (We cite only First Name, Last Initial)

Yes

WHAT STEP WOULD YOU LIKE TO TAKE NEXT?

I am ready to schedule a Life & Legacy Planning Session

I have a couple of questions and would like to schedule a 15-minute Kickstart call

I'm not quite ready to move forward now, but I can remain on your newsletter list in case I decide to move forward later

None of the Above

Click below to submit! We look forward to helping you protect and preserve what matters most as your Personal Family Lawyer.