Information provided is held in complete confidence, and is used for the sole purpose of analyzing estate planning needs and designing estate planning documents.

The information requested on this worksheet may seem like none of our business, but it is very important that an estate planner understands your present situation and your wishes for the future. This information enables us to plan the estate to accomplish future goals and to save on taxes and administrative expenses.

* What is your primary motivation for considering estate planning? (Select one or more)

* How soon would you like to complete planning? Is there a specific deadline, such as an upcoming trip, surgery, etc.?

* Are you --

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