Planning Across Generations

For families protecting what they have built: multigenerational trusts, asset protection, and business succession. Fifteen minutes here lets your consultation start at the strategy, not the inventory.

About You

Full name *

Spouse / partner name (if planning together)

Email *

Phone *

City & county in Florida

Marital status

Your Children

List each child: full legal name, date of birth, and current home address. Add as many as apply.

Child 1

Full legal name

Date of birth

Home address

Your Estate Today

Approximate total estate value

Which do you own? (check all that apply)

Florida homestead Other real estate (rentals, vacation, land) A business or professional practice Brokerage / investment accounts Significant retirement accounts (IRA/401k) Life insurance with meaningful cash value or death benefit

Current documents

Protection & Succession Goals Keep wealth in the bloodline across generations (dynasty trust) Protect children’s inheritances from divorce and creditors Protect my own assets from future claims and lawsuits Business succession planning Reduce estate / income tax exposure Charitable giving Provide for a loved one with special needs

Any beneficiaries who need extra protection or structure? (spending concerns, marriages, minors)

If you own a business: describe it briefly (type, ownership, whether family will continue it)

Anything else we should know?

How soon do you want to complete your plan?

Your answers are sent securely and confidentially to attorney Evan W. Turk. Submitting this questionnaire does not create an attorney-client relationship; that relationship is formed only by a signed engagement agreement. Please do not include Social Security numbers or account numbers. Privacy policy.