Estate Planning Essentials Webinar WorksheetAll information is strictly confidential by attorney client privileges. Name * First Name Last Name Spouse/Partner's Name First Name Last Name Email * Phone * (###) ### #### Tell Us About YOUR Needs Check all that may apply to you. I Need To Avoid Probate I Need A Kids Protection Plan I Need To Guarantee That My Spouse Would Know What To Do If Something Happened To Me I Need To Have My Estate Plan Reviewed I Need To Consider Advanced Estate Tax Protection Strategies I Need To Ensure My Assets Do Not Go To The Government I Need A Succession Plan For My Business I Need Non-Biased Counsel Regarding My Personal Family Business I Need To Confirm That I Will Receive My Inheritance Protected From Creditors Your Next Steps Yes! I'm going to schedule my Life and Legacy Planning Session online Please contact me to help me schedule my Life and Legacy Planning Session Please reach out to me, I would like to schedule a FREE 15-minute call How else can we serve you? Please share your feedback about this webinar. Thank you for completing your worksheet and claiming your golden ticket! We look forward to reviewing your needs and will be in touch shortly. Congratulations on taking the first step in protecting everyone you love and everything you care about!