FWPS – Getting Ready

Thank You for Scheduling Your Life & Legacy Planning Session!

You're one step closer to having an Estate Plan that protects your loved ones, and the things you care about from conflict and court.

We look forward to meeting you, and together, designing the right Estate Plan to fit your needs.

Take This Opportunity to Organize
(you'll be so glad you did!)

Start off by downloading and completing your Life & Legacy Inventory and Assessment.

  • Section 1 - About You
    Information about you, and the important people in your life.
    This is the most important section for any planning.
  • Section 2 - Panning Objectives and Family Values
    Beyond the basic (essential) reasons for putting your plan in place, it helps to
    understand Your Objectives, Family Values and Purpose in creating or updating your plan.
  • Section 3 - Asset Assessment
    A listing of your Real Estate, Financial and other Assets.
  • Section 4 - People Who Advise You
    Your Accountant, Financial Advisor, Insurance Agent, or other Attorneys.
  • Section 5 - Potential Beneficiaries
    Children, relatives, charities, etc.
  • Section 6 - Nomination of Power
    People you would name to make Healthcare and Financial decisions if you can't.