Your Legacy of Care Survey Question Title * 1. Have you completed the Self-Assessment? Yes No Comments OK Question Title * 2. Will you use The Letter of Care document? Yes No Comments OK Question Title * 3. Do you have your team of experts in place? Where do you need assistance? Yes, I have pulled my entire team together I need a Financial Advisor I need a CPA I need a Tax Attorney I need a Disability Specialist Attorney I need an Insurance Advisor I need a Guardian I need a Conservator I need Other Specialists Other Specialists Needed (please specify) OK Question Title * 4. Have you established a Special Needs Trust? These types of trusts are tailored for a person with special needs and are designed to manage assets on that individual's behalf without compromising potential government benefits. Yes No Comments OK Question Title * 5. How has "Your Legacy of Care" helped you plan for the future? OK Question Title * 6. Would you like a free 1 hour consultation with the author, Donald Bailey, to help you get started with the planning process? Yes No Comments OK Question Title * 7. Please provide your contact information so we can update you on future events, webinars, or publications. Name Email Address OK DONE