TruLegacy Wealth Plan

Build • Protect • Grow • Leave a Legacy

Your family wealth assessment

Client Information

Full Name

Phone

Household Status Children / Dependents Approximate Annual Household Income What concerns you most financially?

Your #1 Financial Goal Goal for the Next 5 Years Long-Term Legacy Goal

Select what you currently own.

Real estate Bank / savings accounts Investment accounts Retirement accounts Business / LLC interests Life insurance

Approximate Total Asset Value How are most assets currently owned?

Do you currently have a trust? Who would you want to manage the trust if needed? What assets would you want protected or coordinated?

Are your beneficiaries current? Who should benefit from your legacy? Any special gifts or legacy wishes?

Do you currently have life insurance? Approximate Current Coverage What should insurance help cover?

Do you own a business or LLC? Business Name(s) Ownership Structure Do you have a succession plan?

Are you planning for a child's or grandchild's education? Who are you planning for? Do you currently have a 529 or education account?

Desired Retirement Age Do you currently have retirement accounts? Approximate Monthly Income Desired in Retirement

Will Power of Attorney Health Care Directive Property Deeds Insurance Policies Business Documents

Anything missing or difficult to locate?

Which items may need review or transfer?

Real estate Bank accounts Business interests Beneficiary designations Insurance ownership / beneficiaries

What do you want completed first? Preferred Review Frequency

For TruLegacy use after reviewing the client assessment.

Priority 1 Priority 2 Priority 3 Customized Wealth Roadmap Notes

Information is stored only on this device unless the client chooses to share it.