Estate Planning
Know a prospect's family structure, assets, and goals before you ever pick up the phone — and spot the complexity that should change the scope of the engagement.
Consultations that go nowhere
Time spent on a consultation with a prospect who has minimal assets and won't convert is time you don't get back.
Family structure gathering
Marital status, children, blended family dynamics — getting this before the first meeting means you walk in prepared, not discovering it live.
Missed complexity signals
A business succession concern or a special needs beneficiary should change the scope of the engagement — and the fee. Missing that signal early costs you.
Identifies whether complexity exists — blended families, special needs beneficiaries, business succession — before the consultation.
Real questions from the estate planning intake flow — not a generic contact form.
“Are you married or in a domestic partnership?”
“Do you have children, and roughly what ages?”
“Do you own real estate or have significant assets?”
“What's your primary goal — asset protection, incapacity planning, minimizing estate taxes?”
“Do you have any existing estate planning documents?”
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