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ESTATE PLANNING APPOINTMENT GUIDE

Before your estate planning appointment, please provide answers to the following:

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Healthcare Power of Attorney - Step 1 of 9

Attorney-in-Fact/Agent for Healthcare Power of Attorney

Who would you choose to make healthcare decisions on your behalf in the event you cannot personally make your wishes known? You can name as many as 4, but we recommend naming at least 2.
First Choice - Full Legal Name
Second Choice - Full Legal Name
Would you like to add a 3rd Healthcare Agent?

During your estate planning appointment...

  • We’ll begin with a short questionnaire that will allow an attorney to recommend either a Will or a Trust
  • After, we’ll help you obtain two important documents: (1). a Financial Power of Attorney and (2). a Healthcare Power of Attorney
  • We’ll then work together to complete your Estate Plan within our affiliated platform, Estate Guru.

Your privacy is assured...

Any and all information shared via this questionnaire and during the Estate Planning process is confidential to The Ivy League Advisory Group, LLC. and our estate planning affiliate, Estate Guru.

For our appointment, please have the following...

  • Net Worth. Please have your approximate net worth on hand.
  • Deeds. If applicable, please provide copies of any deeds to property you own.
  • Existing Trust. If applicable, please provide a copy of your existing trust.
As part of our commitment to comprehensive estate planning, The Ivy League Advisory Group, LLC partners with Estate Guru to provide access to legal expertise. Please be advised that we are not a law firm and do not offer legal services. All legal work is conducted by licensed attorneys working with Estate Guru.