Legacy E.F.F.E.C.T pre-session

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Thank you for your interest in The Will Fairy. NOTE: ONE MINUTE INTAKE Please be as honest as you can.

The Will Fairy is here to ensure that your most important documents are fully executed/completed. Education, Accountability, and Support are key components to our Will Prep Process. (This form is intended to help you and TWF determine whether we can provide services that would benefit you and your family.

There are no services rendered as a result of completing this form and there is no obligation to make use of any services from TWF. This form is for informational purposes only.)

See you soon!

Warmly,

JO Welch
The Will Fairy
(617) 816-5809 | jo@askjo.org | willfairychallenge.com

Email *

Today's Date: *

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I have filled this out already, thanks! *

Yes

Other:

Full Name: *

Pronouns

She series

He series

They Series

Ze Series

Other:

Mailing Address , State, and ZIP *

Phone Number *

What's the best way to communicate with you? *

Phone

Text

Other:

What is your biggest question/concern about the Will Process? (check all that apply) I'm/the will is: *

Too Expensive

Too Young

Too Busy

Too Broke

Too Confusing

Not living in the US

I am not a homeowner.

Other:

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How much do you know about wills and the will prep process? *

No knowledge of wills (beyond what I see in the movies)

I know some things.

I have a lot of experience and knowledge in this area, but I still need support.

Other:

Do you have a spouse or significant other? *

Yes

Yes, in the past.

Other:

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