Open a Conversation with Clients During Tough Times with This Customizable Legacy Worksheet: Download Now

Complete the form to download now

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



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