To help us gather information to discuss at your estate plan design meeting, we request that you complete a worksheet questionnaire in advance. To complete it, we provide two options:
- You may download a PDF questionnaire using this link, and complete it by hand, or
- You may use our secure online portal through the Legacy App:
- Start a new Client Vault in the Legacy App
- Login to an existing Client Vault in the Legacy App.
If you have any questions or concerns, please call us at (404) 409-5665.