To get the most out of our Legacy Planning Strategy Session with the attorney, it's important to learn some basic information from you before getting started.

First Name *

Last Name *

Email *

Phone *

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Are you married? *

Single

Married

Widow or Widower

Since you are married, we require both you and your spouse be present at the meeting or call.

Please coordinate with your spouse before booking the appointment.

Please Confirm: *

Yes, my spouse will be present

No, my spouse will not be present

Homeownership

Which best describes you? *

My primary residency is Florida and I own Property in Florida.

My primary residency is Florida but I DO NOT own Property in Florida.

My primary residency in NOT Florida, but myself or a family member own Property in Florida.

I'm NOT a Florida resident and I DO NOT own Property in Florida.

I have a family member who either passed away in Florida or has a legal issue in Florida

Do you have a payoff?

Yes, there is a payoff

No, there is no mortgage on my property

Do you have any children? *

YES

Are any of your children minors? *

Yes

How many children do you have? *

List their ages below. *

Do you currently have a Will or a Trust? *

YES, I have both a Will and a Trust

I have a Will but not a Trust

I have a Trust but not a Will

I have neither a Will nor a Trust

When was your Will or Trust created or last updated? *

How soon are you looking to get started? *

Immediately

This month

In the next 90 days

I'm not sure yet, still trying to learn about the benefits of estate planning

Thank you for completing our pre-meeting questionnaire.

Click Submit to Finish!

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