Employee & Guest Enrollment

Yes, enroll me and my family in the Estate Protection Plan through my employer!
Employer Name:

Your Name:

Employment Status (check one):
Active Full-Time Employee
Active Part-Time Employee
Retired or Disabled Former Employee
Employee Family Member (Guest)
     If you are a Guest, please give us the name of your Employee family member:

Your Address:
Street Address:


City, State & Zip:

Home Telephone:

Email:

Please tell us your interests: (check all that apply)
Probate avoidance
Tax minimization
Planning for the care of a family member with special needs
Charitable giving strategies
Care of elderly parents
Planning for the care of minor children
Blended family issues
Business continuation planning
Planning for long-term nursing home care
Protecting myself and my estate as a single person
Understanding my responsibilities as a trustee or other fiduciary