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  • Family Legacy Journey – Survey
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  • Family Legacy Journey – Survey
  • Family Legacy Journey – Survey

Family Legacy Journey – Survey

Step 1 of 6

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  • There are 6 sections in this confidential process. You will be automatically redirected to the next step, as you complete the previous one. At the end, you will see a confirmation that your survey is complete.

    Before you begin, please collect the following so you can complete the process:
    - Employment information
    - Account information
    - Insurance information
    - Loan, mortgage, and credit card information
    - Real estate information
    - Estate planning documents

    If you gather all of your documents and statements now, this process should take you about an hour to complete.

  • Personal & Contact Information

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  • Assets

    Accounts – All questions apply for you and/or your spouse.
  • Please enter a number less than or equal to 9999.
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  • Please enter a number less than or equal to 9999.
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  • Assets (continued)

  • Please enter a number from 0 to 9999.
  • Please enter a number from 0 to 9999.
  • Please enter a number less than or equal to 9999.
  • Insurance

    All questions apply for you and/or your spouse.
  • Please enter a number less than or equal to 9999.
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  • Property / Accounts Receivable

    All questions apply for you and/or your spouse.
  • Liabilities

  • Special Circumstances

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  • Estate Planning

    All questions apply for you and/or your spouse.
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  • Three groups can benefit from your estate:
    1) family/heirs,
    2) ministries/charities, and/or
    3) the government (in the form of taxes, at death).

    As an estimated percentage, how much does your current estate plan leave to each of these groups?

  • As an estimated percentage, how much would you like your estate plan leave to each of these groups?

  • We Can Help!

    If the percentages in your current plan do not match the percentages that you wish to leave, we can help you put a plan in place to be sure your finances are distributed as you want.

  • Special Instructions

    In the event of your death, do you or your spouse have special requests/instructions regarding…

    You may leave this blank for now and submit it to Ambassador Advisors at a later time if you wish.

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  • Special Instructions (continued)

    You may leave this blank for now and submit it to Ambassador Advisors at a later time if you wish.

  • We want to assure you that whenever information is collected and/or used, it is done with discretion. The safeguarding of client information is an issue we take seriously at Ambassador Advisors. To affirm our continuing commitment to the proper use of the information collected in this survey, we have set forth a complete Privacy Policy, which you may read in full, if desired. Click here to view our complete Privacy Policy.

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Securities offered through American Portfolios Financial Services, Inc. of Holbrook, New York, 631.439.4600,(APFS), member FINRA, SIPC. Investment Advisory Services offered through AMBASSADOR ADVISORS, an SEC Registered Investment Advisor. Ambassador Advisors is not owned or operated by APFS. Dream More, Plan More, Do More is a registered trademark of Ambassador Advisors, LLC, Reg. U.S. Pat. & Tm. Off.