FWPS – Getting Ready

Thank You for Scheduling Your Family Wealth Planning Session!

This is a huge step towards having a comprehensive, modern Estate Plan that will protect your loved ones, and the things you care about from conflict and court.

We are looking 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 Family Wealth Assessment Sheet.

  • Section 1 - About You (Background Information
    Information about you, and the important people in your life.
    The most important section, because their lives are connected to you.
  • 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 Attorney
  • 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