Estate Planning Consult Form

Secure your spot today before seats fill up!

Please note: This form is intended for serious inquiries only. We are committed to providing our clients with personalized services and only have a limited number of client spots per month available. Our estate planning coordination service is an integral component of our overall holistic financial strategy with clients, aimed at guiding clients through the use of software and completion of essential documentation for their estate plans. Please note that we do not offer legal advice or serve as legal representatives.

In this form, you will be asked to provide some basic information about yourself as this will help us understand your unique situation and how we can best assist you.

Your responses will be kept confidential and will be used solely for the purpose of assessing your estate planning requirements. After reviewing your submission, our team will reach out to schedule a discovery call where we can discuss your goals and gather information in more detail to provide guidance on the completion of your estate plan.

We look forward to the opportunity to work with you and help you achieve peace of mind for the future.

First Name *

Last Name *

Email *

Phone *

State *

What is your current stage of estate planning? *

I have never had an estate plan

I have an estate plan but have not updated it

What are your primary goals for creating an estate plan? (Select all that apply) *

Do you currently have any of the following estate planning documents? (Select all that apply) *

Are there any specific concerns or unique circumstances that we can address in our first interaction regarding an estate plan or our process?

Have you used any estate planning software before? If so, please specify.

How comfortable are you with using software to assist in your estate planning process? *

Very comfortable

Somewhat comfortable

Not comfortable

If you prefer a certain day of the week for your specified contact time(s), please note it below.

What time zone are you located in? *

Note: We will be contacting you by phone to go over submitted information and see if we are a good fit for one another.

Captcha

Brooke Lowe

Financial Professional

[email protected]

(727) 273-7793

Brooke Lowe

Financial Professional

[email protected]

(727) 273-7793

Please be aware that the content provided is not intended to offer legal, tax, or financial advice. Any financial strategies discussed in our content or communications serve solely for educational, discussion, and illustrative purposes and should not be interpreted as professional advice or recommendations in financial, legal, or tax matters. Lowe Agency LLC will not be held responsible for any direct or incidental loss resulting from the application of the information provided. While the documents used in our estate planning software are drafted and approved by attorneys, our primary role is to assist with the software and support the estate planning process.