Pre-Appointment Survey (3 Questions)

We’re looking forward to supporting you to build a life and law practice you love using Life & Legacy Planning. To confirm this call will be the best use of your time, and ours -- we’ve got a huge amount of demand for our support right now -- please answer the following three questions. Your answers will serve as confirmation of your scheduled appointment.

Full Name:*

First Name

Last Name

Best Email: (Please use the same email address as you used for your appointment booking)*

Phone Number:*

Where are you on your entrepreneurial journey?*

Own my own practice Starting my own practice At a law firm / In a corporate role, considering starting my own practice Finishing/just out of law school

Other:

How does estate planning factor into your current/future practice?

I primarily offer estate planning I’ve done some estate planning in the past, and I’m considering how to do more of it now I’ve never done estate planning, but I would like to I don’t practice estate planning, but I do talk to my clients about the risks surrounding incapacity and death in their legal decisions

Other:

What are your entrepreneurial goals for the future?

I don’t know yet -- I need help figuring that out Solo practice - up to $250,000 with as much outsourced as possible Staffed practice -- $250,000 to $750,000 with a team Empire builder -- I’m building a million dollar plus practice

Other: