First Name *

Last Name *

Mobile phone *

Email *

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By checking this box, I consent to receive marketing messages, including event invitations and estate planning education, from Great Estate Rescue by Zoop Benefits at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

1. Does your family have the power to make healthcare decisions for you?

Yes

Not sure

2. Are you using joint tenancy? (Banking, house, etc.)

Yes

Not sure

3. Are you passing a large sum to family with no distribution plan?

Yes

Not sure

4. Would you like to avoid conservator probate due to incapacitation?

Yes

Not sure

5. Would you possibly need access to your spouse's IRA if he or she is incapacitated?

Yes

Not sure

6. Do you have the power to make decisions for a single adult child if incapacitated?

Yes

Not sure

7. Are you still caring for minors or grandchildren?

Yes

Not sure

8. Do you have a family member with challenges, disabilities or special needs?

Yes

Not sure

9. Would it be hard for your children to pay bills during probate?

Yes

Not sure

10. Is having access to funds for your executor or successor trustee a concern?

Yes

Not sure

Would you like a 1:1 to get your questions answered and figure out together whether we can help, or not? *

Yes, let's set it up

Not yet, ask me again later

No thanks, I'll pass on a 1:1

No problem. Mind telling us the main reason? (optional)