At Goodwills Trusted Outcomes we always complete a client questionnaire when we discuss wills, trusts, and lasting powers of attorney. This questionnaire gets you thinking about what you need and should be considering. It also helps us provide the right recommendations.
If you complete this questionnaire prior to our meeting, it will mean we can spend more time discussing solutions, and the meeting will be more productive. We will also be able to provide our services at a slightly lower price point with around a 5% to 10% saving off our prices. The form below is secure and confidential. You can complete and submit the form below, before or after booking an appointment, and we will review this before we get together.
Alternatively, once you have completed the questionnaire you can ask us to send our appraisal by email, so you can see exactly where you are doing well, and where you have shortfalls in your planning. You can then decide how you wish to proceed.