Full Name *

Email *

Phone *

Do you have a will and/or trust in place? *

Yes, a revocable living trust updated within the last 2 years

Yes, only a will updated within the last 5 years

I have one of these, but it’s over 5 years old

No, I don’t have a will or trust

Have you planned to avoid probate for your assets? *

Yes, all assets are titled in a trust or have beneficiary designations

Some assets are set to avoid probate, but not all

I’m not sure how my assets are titled

No, I haven’t planned for probate avoidance

Do you have Long Term Care Insurance to protect your assets from Medicaid and get your through the five-year look back period? *

Yes I am happy with the policy I have

Yes but it costs too much

No. Would like to talk about how it works and what It costs

No, I don't think I qualify

Do you have a strategy to minimize estate taxes? *

Yes, I use trusts and gifting to reduce taxable estate

I’ve done some tax planning but not extensively

I’m unaware of estate tax implications

No, I haven’t planned for estate taxes

Do you own property? *

No

Yes

Yes, In Multiple States

Do you have a healthcare proxy, advanced directive and power of attorney? *

Yes, both are current and comprehensive

I have one but not the others

I have them, but they’re outdated

I do not have any of these

How often do you review your estate plan? *

Every 1–2 years or after major life events

Every 3–5 years

Rarely, it’s been over 5 years

Never, I don’t have a plan to review

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