First Name
Last Name
Phone
*
Email
*
City of Residence
Marital Status
Married
Single
Divorced
Widowed
Spouse's Full Name
Date of Divorce
Date of Death of Spouse
Do you have children?
Yes
No
Are any of your children under age 18?
Yes, I have children under 18
No, my children are over 18
Do any of your potential beneficiaries have disabilities or special needs?
Yes
No
I'm not sure
What motivated you to schedule this meeting?
Do you have existing estate planning documents?
Yes, I have a will
Yes, I have a trust
Yes, other
No
Is your trust fully funded (all of your assets including your real estate and business interests are legally connected to your trust)?
Yes
No
Not sure
Minnesota has an estate tax exemption of $3M: Is your estate above or below $3M?
My estate is above $3M
My estate is below $3M but it could grow above $3M
My estate is below $3M and will likely not grow above $3M
I'm not sure the value of my estate
What are your top estate planning priorities?
Avoid probate court
Name guardians for minor children
Protect beneficiaries from divorce, lawsuits, or creditors
Plan for incapacity or Alzheimer’s
Ensure someone can legally manage my finances if I’m incapacitated
Reduce estate taxes
Protect special needs beneficiaries
Keep the plan private and out of court
Prevent family conflict or legal disputes
Control how and when heirs receive their inheritance
Special Risk Factors
Special needs beneficiary
High-risk profession (e.g., doctor, attorney, contractor)
Potential for family conflict
Child with financial/legal/marital issues
Medicaid or long-term care planning concerns
Ownership of multiple properties
Ownership of business(es)
Is there anything you want us to prepare to discuss with you prior to the meeitng?
How did you hear about us?
Financial Advisor (or other professional)
Seminar or Webinar
Friend/Family
Google Search
Facebook or Instagram
Name of financial advisor (or other professional)
Name of family/friend
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