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Event Location

Event Date

First Name

Last Name

Phone *

Primary Email

Number of Children

Total Assets

Under 250K
$250K-$500K
$500K-$1.5M
$1.5M-6.0M
$6.0M-$13M
$13M+
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Number of Properties

Properties in Multiple States

No
Yes
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I am interested in learning about

Wills & Living Trusts
Avoiding Probate
Preserving/Protecting Assets
Guardianship of Minors
Protecting Assets from Medicaid
Keeping Peace In My Family
Charitable Giving
Control During Incapacitation
Protecting My Business
Business Contingency Planning
Wealth Creation/Preservation
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Best day to meet?

Monday
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Best time to meet?

Morning
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Other family information you would like us to consider:

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