Core Estate Planning - Lead Form We’re excited to work with you and your client. Please populate the data requested below and your client will receive information on how to progress forward in setting up their Core Estate Plan.HiddenAdvisor CodeAS002AS003B0001Bb41c3BH002BHc194TA1a16TA436dTA8b96TW004TW041TW196HiddenAdvisor Email HiddenAdvisor Full Name HiddenAdvisor Phone Client Name(Required) First Last Client Email(Required) Phone (for text/sms)(Required)State of Residency(Required)AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces PacificDoes the client have property in more than one state?(Required) Yes No is the client a business owner?(Required) Yes No Client's Estimate Net Worth (including residences)(Required) $0 - $500,000 $500,001 - $1,000,000 $1,000,000 + Would you like to schedule a call on your client's behalf?(Required) No, the client is ready to pay and provide personal information to begin the drafting process. Yes, I need to schedule a 15 minute call with the legal team I would like to send the Calandly link to the client to schedule.
