Get instant access to a fillable "Legacy Worksheet" that enhances your fact finding and presentation process. Especially now, during the Coronavirus Crisis, it’s a good time to reach out as a true advisor, helping them to re-focus on their future goals.

This is a customizable, fillable PDF that makes your practice stand out professionally and is the perfect tool to email to your clients/prospects.

This Worksheet Features:

• Personal Legacy Checklist
• Activities List/Priorities
• Completion Date/Timeframe

Gain access to this handy, customizable form right now to add to your "virtual" arsenal of client-facing tools.

Complete the form to download now