ESTATE PLANNING & FAMILY LEGACY

LET'S BEGIN BRINGING YOUR ESTATE PLAN TOGETHER

You’ve already begun thinking about the people you love, what you’ve built, the wishes you want understood, and the future you want to help shape.

Now let’s make it personal.

Share a little about your life, your family, what you already have in place, and what you’d like your estate planning to accomplish.

A SAF Advisor will personally review what you share so your first conversation can begin with a better understanding of what matters most to you and the planning possibilities you may want to explore.

It only takes a few thoughtful minutes to get started.

LET'S START WITH WHAT MATTERS MOST TO YOU

What would you most like your estate planning to help you accomplish?

Choose everything that feels important to you. Your answers will help your SAF Advisor understand the future you’d like your planning to help create.

Simplify the Transfer of My Estate

Explore ways my property and financial resources may pass to the people I choose with greater simplicity and less need for probate.

Make My Wishes Clear

Help the people I trust clearly understand the wishes and choices I thoughtfully put in place.

Plan for the People I Love

Create thoughtful direction around the family members and other people who matter most to me.

Choose the People I Trust

Decide who I want involved in important estate, financial, or healthcare responsibilities.

Bring My Planning Together

Coordinate my property, financial arrangements, beneficiary choices, existing documents, and other planning around what I want to accomplish.

Review or Update What I Already Have

See how well my existing estate planning continues to reflect my life, relationships, wishes, and priorities today.

Understand My Estate Planning Options

Gain greater clarity about the documents, strategies, and professional guidance that may fit my life and goals.

THE PEOPLE AT THE HEART OF YOUR PLAN

Who would you like your estate planning to consider?

Choose everyone who is important to your planning.

My spouse or partner

My children

My grandchildren

My parents

Other family members

Someone I want to thoughtfully provide additional or ongoing support for

Other people important to me

A church, charity, or organization I care about

My pets

I'm still deciding

WHAT YOU'VE BUILT

What would you like your estate planning to take into consideration regarding what you've built and already put in place?

Choose everything that applies to you.

My home

Other real estate or land

Bank savings

Investment or brokerage accounts

Retirement accounts — 401(k), IRA, 403(b), 457, or similar

Pension or other retirement income

Annuities

Mortgage Protection

Long-Term Care planning or insurance

Final Expense coverage

Life insurance

Business ownership or business interests

Vehicles or other titled property

Personal belongings, valuables, or family keepsakes

Digital assets or important online accounts

Other property or financial resources

I'd like help seeing how everything can work together

WHAT YOU ALREADY HAVE IN PLACE

Which estate planning pieces have you already put in place?

Choose everything that applies today.

Last Will & Testament

Trust

Financial Power of Attorney

Healthcare Power of Attorney

Living Will or other healthcare directive

Beneficiary designations

Property-transfer planning

Funeral or final wishes documented

Pet planning or Pet Trust

Other estate planning documents or arrangements

I'm not sure exactly what I have

I'm beginning my estate planning now

When were your estate planning documents last created or meaningfully reviewed?

YOUR HOME & REAL ESTATE

Which best describes your home or real estate today?

Choose everything that applies today.

I own my home

I own my home with a spouse or partner

I own property with someone else

I own additional real estate or land

I own rental or investment property

I own property in more than one state

I have specific wishes for who I want my property to eventually benefit

I don't currently own real estate

I'd like help understanding how my property fits into my estate planning

A LITTLE ABOUT YOU, YOUR FAMILY & LIFE TODAY

What brings you here today?

What inspired you to explore your estate planning now?

Choose everything that feels relevant to you.

I'm ready to put my estate planning in place

I'd like to review or update planning I already have

My family or relationships have changed

I've recently retired or I'm preparing for retirement

I've bought, sold, or made changes involving property

My financial life has grown or changed

I'm helping someone I love with their planning

I simply decided now is the right time to get this taken care of

Something else

Help Us Prepare for a More Meaningful Conversation

Share a few details below so your SAF Advisor can prepare for a more meaningful conversation about your life, your family, what you’ve already put in place, and what you’d like your estate planning to accomplish.

First Name

Last Name

Date of Birth

Sex

Marital / Relationship Status

State of Residence

Email Address

Cell / Mobile Phone Number

Giving your phone number means that you understand and agree that an SAF StabilityAndFamily Program representative may contact you by phone.

PLANNING TOGETHER

Would you like to include someone else who is important to your planning?

If your spouse, partner, family member, or another trusted person is part of your estate planning, you can share a few details below so your SAF Advisor can better understand who you’d like included in the conversation.

Relationship to You

First Name

Last Name

Date of Birth

Sex

Additional Email Address (Optional)

Additional Cell / Mobile Phone Number (Optional)

Giving this phone number means that you, the user, understands and agrees that a SAF StabilityAndFamily Program representative may contact you by phone.

Is there anything about your life, family, planning, or wishes you'd especially like your SAF Advisor to know?

Optional

Sometimes one thoughtful detail can help us better understand what matters most to you.

YOU'VE ALREADY TAKEN A MEANINGFUL STEP

Take a moment and imagine the feeling of knowing the important pieces have been thoughtfully brought together — your wishes are clear, the people you love have direction, and what you've worked to build has a plan around the future you want to create.

By sharing what matters most to you today, you've given your SAF Advisor a thoughtful place to begin.

REQUEST MY ESTATE PLANNING REVIEW

Your SAF Advisor will personally review what you've shared before your conversation so you can begin with greater understanding, clearer direction, and more time focused on what matters most to you.

Helping Families Since 1998