First Name
Last Name
Phone
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Email
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State
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Is the client O.K with the $4,000 pricing for a trust?
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Select one
Yes
No
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What are the clients main concerns?
Trust Packages – Revocable living trusts for estate planning
Will Packages – Simple and effective will-based estate plans
Deed Work – Properly titling real estate for estate planning purposes
Power of Attorney (POA) Packages – Durable POAs for financial and healthcare decisions
Beneficiary Liquidity Planning (BLP) – Ensuring immediate liquidity for beneficiaries upon death and avoiding probate
LLC Creation – Setting up LLCs for asset protection and estate planning purposes
Does this client have assets over 500k? and is there a good potential for them to need a trust package?
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Select one
Yes, Client has more than 500k in assets
No, Client is NOT a good candidate for Will/Trust Package
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Which rep at at Alix referred you over?
Notes :
Would you like to schedule them with an Estate Planning Specialist now?
Select one
Yes
No
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