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FeedBack

Please take a few minutes to complete this short questionnaire. Your feedback will help us serve you better.

Your Information

For follow-up and to provide Estate planning materials

About you

Do you currently have a Will?

Do you currently have a Power of Attorney (POA) for

Property/Finance:

Personal Care/Health:

Have you reviewed or updated your Will or POA in the past 5 years?

Do you currently have a Trust or have you considered setting one up?

Have you done any estate or tax planning to minimize probate or taxes on death?

Your Interests & Concerns

Which topics are you most interested in learning more about? (Check all that apply)

Other :

What is your biggest concern about your current estate plan (if you have one)?

Feedback

How did you hear about this seminar?

Other :

How would you rate today’s session?

Any comments or suggestions

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