Request for Estate Planning Audit Checklist

Thank you for your interest in downloading our estate planning audit checklist. If you complete this evaluation form, you will receive a FREE copy of the audit checklist as well as a FREE, no obligation strategy session to privately discuss your unique situation. You will receive a confirmation email that we received your request as well as the audit checklist within 3 business days. The consultation may be in person, telephone or Zoom, with a member of Clinkscales Elder Law Practice.

1.Please provide your contact information below:

Name

Spouse

Address

Address 2

City

State

ZIP

Email Address

Phone Number

2.Age Group:

Under 40

50-59

60-69

70-79

80 and over

3.How did you learn about us?

Newspaper

Facebook

Internet/Google Ad

Referred by (please put in 'other')

Other (please specify)

4.YES, I (we) would like to schedule a free consultation for the following situations:

Wills and/or Trusts

Protection & Planning for Children/Family

Powers of Attorneys

Special Needs Trust/Planning for Child with Special Needs

Transitioning Farm/Business

Healthy Seniors Who Want to Get Their Ducks in a Row

5.YES, I (we) would like to schedule a free consultation as soon as possible for the following situation(s) that demand my immediate attention:

Child with Special Needs

Child being paid to care for parent(s)

Frail senior at risk in their home

Veterans in assisted living or with large medical expenses

Memory Loss, Alzheimer's, Parkinson, MS, ALS

Nursing Home Resident

6.Please complete:

YES, I want an appointment. Please contact me to schedule a date and time

No, I will call you

I would like a free copy of Randy's book What You Really Need to Know for the Second Half of Life

I would like a free digital copy of the estate planning audit checklist

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