Client Goals Form
  • Email*:  

  • Plan for transfer and survival of family business:  

  • Avoiding or reducing your estate taxes:  

  • Avoiding probate:  

  • Reduce administration costs at time of your death:  

  • Avoiding a conservatorship ("living will") in case of a disability:  

  • Avoidng will contests or other disputes upon death:  

  • Protecting assets from lawsuits or creditors:  

  • Preserving the privacy of affairs in case of disability or at time of death from business competitors, predators, dishonest persons persons and curiosity seekers:  

  • Plan for a child with disabilities or special needs, such as medical or learning disabilities:  

  • Protecing children's inheritance from the possibility of failed marriage:  

  • Protect children's inheritance in the event of a surviving spouse's remarriage:  

  • Providing for charities at the time of death:  

  • Disinheriting a family member:  

  • Name*:  

  • Phone*:  

  • Address*:  

  • City, State, Zip*:  

  • Advisors-Accountant:  

  • Advisor-Financial Advisor:  

  • Advisor-Life Insurance Agent:  

  • Desire to get affairs in order and create a comprehensive plan to manage affairs in case of death or disability:  

  • Providing for and protecting spouse:  

  • Providing for and protecting children:  

  • Providing for and protecting grandchildren:  

  • Other Concerns- Please List::  


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