Estate Planning Worksheet
To help us gather the information we will discuss at your estate plan design meeting, we ask that you complete a worksheet questionnaire in advance. There are two ways to do it.
Option 1: Download the PDF
Download the estate planning worksheet (PDF) and complete it by hand.
Option 2: Use the Secure Online Portal
Complete the questionnaire through the Legacy App, our secure client portal:
Questions?
If you have any questions or run into trouble with the worksheet, call us at 404-341-5408 and we will walk you through it.