Please complete and submit this Florida Estate Planning Assessment prior to your Estate Planning Consultation to ensure that we have enough time to understand the specifics of your situation prior to our meeting.
The Assessment is a great way to get all of your documents and information organized, and it will help you start thinking about who you trust with your assets and your legacy. It will also help facilitate and streamline our Consultation Session. Do not worry about total accuracy and completion; just do your best to fill out the form with the information you have. We will fill in the gaps during the Consultation. All of your information will remain strictly confidential. No information will be released without your written consent.
You may submit your completed form one of three ways:
Complete on Computer and upload via Client Portal
- Download your applicable form
- Go to the location of the download and open using Adobe Acrobat
- Fill in the applicable fields
- Save form to your computer
- Log into your Client Portal —> Click Secure Messages —> New Secure Message
- Create message and attach completed form
- Send
Complete on Computer and Fax or Email
- Download your applicable form
- Go to the location of the download and open using Adobe Acrobat
- Fill in the applicable fields
- Save form to your computer
- Fax us at (800) 517-5649, or email to info@jordanlegalgroup.com
Print Form and Complete Manually
- Download your applicable form
- Go to the location of the download and open using Adobe Acrobat
- Print form and complete manually
- Fax us at (800) 517-5649, or scan and email to info@jordanlegalgroup.com