All intakes
Walt and Nadine Crisp
FranklinIn progressWill · with Ellis Mercer · started yesterday
1 of 4 steps
Family and people
Who is in your life, and who this plan should look after.
Married forty years, three children, five grandchildren.
What you own
A plain list of the accounts, property, and belongings that matter.
Your wishes
Who should decide, who should inherit, and anything you want written down.
Documents to bring
The papers to gather before you come in to sign.
This is the office view of the questionnaire. In the real build, the client answers these same steps from home at their own private link.