Your download will begin shortly...
Epp

The Estate Preservation Process TM

Your Information

When completing the scorecard, all fields must be filled in correctly. Once you've completed the scorecard, an email with your completed scorecard will be sent to you.

In order to begin, the following issues need to be addressed:

Mindset 1: Estate Value Protection

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have grown your estate value significantly and you are not interested in protection strategies
1
2
3
4
5
6
You know that there are strategies being used that could protect and enhance the value of your estate but you haven't utilized them yet
4
5
6
7
8
9
You are satisfied with your estate protection strategies and feel that you have the best plan in place
7
8
9
10
11
12
You know that estate protection strategies continually evolving and you want to investigate these strategies
10
11
12
 

Mindset 2: Taxes and Estate Erosion

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You feel that your estate will be preserved notwithstanding the taxes that will need to be paid
1
2
3
4
5
6
You know that there are strategies to deal with the estate taxes but you are not interested in learning about them
4
5
6
7
8
9
You feel that your estate is large enough to pay the taxes with your current strategies in place
7
8
9
10
11
12
You do not want to miss out on the opportunity to learn about the new strategies and leave a larger estate for future generations
10
11
12
 

Mindset 3: Create a legacy for your Family

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You are not really concerned with leaving a legacy for your family
1
2
3
4
5
6
You have created a legacy that is much greater then what was left for you and that is sufficient
4
5
6
7
8
9
You believe that the legacy you leave could be increased but you are satisfied with the current plan
7
8
9
10
11
12
You hope that by leaving a larger legacy your family will pass on your values for future generations
10
11
12
 

Mindset 4: Family Dynamics

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not feel that meeting with your family to discuss your estate planning will accomplish anything
1
2
3
4
5
6
You have always been concerned with telling your family too much and involving your family in your estate and financial planning
4
5
6
7
8
9
You have done a good job involving your family in your estate planning and sharing your dreams with them
7
8
9
10
11
12
You want to involve your family in your plans and let them know of your legacy and estate value and dreams for their future
10
11
12
 

Mindset 5: Teamwork and Control

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not need a team to help you with your estate protection and you want to control the entire process.
1
2
3
4
5
6
You do not need to be in control as long as you understand the strategy and goals
4
5
6
7
8
9
You are in control of your strategy and your goals and are comfortable with the status
7
8
9
10
11
12
You understand that you require an estate planning team and you are willing to give up control as long as their is measurable success
10
11
12
 

Mindset 6: Advisor Confidence

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You do not have confidence in your current advisers.
1
2
3
4
5
6
You are willing to put confidence in your advisors as long as you feel that they understand your ultimate goals
4
5
6
7
8
9
You are surrounded by advisors that understand you and your goals
7
8
9
10
11
12
You feel that by adding to the advisor team you can add strategies and concepts that will increase your estate and your legacy
10
11
12
 

Mindset 7: Investment in growth

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You have always felt that you are over paying for advice
1
2
3
4
5
6
You would be willing to pay more if you were to receive better advice
4
5
6
7
8
9
You are comfortable with the advice you are receiving and with the charges for the advice.
7
8
9
10
11
12
You feel that you would pay more in fees to see more growth in your estate and legacy
10
11
12
 

Mindset 8: Social Conscience and taxes

Select a number on each side, one for where you feel you score currently, and where you want to be.

Currently, I am I want to be
1
2
3
You always feel that you are paying more then your share in taxes
1
2
3
4
5
6
You would be willing to update your estate and legacy planning if you could save taxes
4
5
6
7
8
9
You feel that you are using the tax system to the best of your ability and paying your share of taxes
7
8
9
10
11
12
You would be willing to integrate strategies into your estate planning to pay your fair share of taxes but also to increase your estate.
10
11
12