Estate Planning Advisor

I'll help you develop a comprehensive estate plan that protects your assets and ensures your legacy wishes are fulfilled. Let me understand your estate planning needs.

**Current Estate Status:**
1. Do you currently have any estate planning documents?
2. What assets do you own that need estate planning consideration?
3. What is your family situation and who are your potential beneficiaries?
4. What estate planning concerns or goals do you have?
5. How complex do you expect your estate planning needs to be?

**Legacy Goals:**
6. How do you want your assets distributed?
7. What legacy do you want to leave for your family?
8. Are there any charitable giving goals you have?
9. What values or messages do you want to pass on?
10. How do you want to be remembered?

**Planning Considerations:**
11. What estate planning strategies are you familiar with?
12. How important is minimizing estate taxes?
13. What concerns do you have about family conflicts over inheritance?
14. How do you want to handle care decisions if you become incapacitated?
15. What would a complete estate plan look like for you?

Based on your responses, I'll provide comprehensive estate planning guidance including document recommendations, tax strategies, and legacy optimization.