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API Client Intake Form

Please review the following clarification questions below as you speak with your client.

Thank you for the referral.

API Estate Plan Options 

The three plans below are available to Life 180 brokers and clients. Please note the discounted pricing.
Proceed to the intake questionnaire below.

Just Me
Estate Plan

Retail $1895

Life180 $1295

Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
Traditional
Estate Plan

Retail $2495

Life180 $1995

Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
API DocuBank
Platinum
Estate Plan

Retail $3695

Life180 $2445

Revocable Living Trust Agreement
Attorney Consultation
Pour Over Will
Health Care Directive
Trust Certification
Power of Attorney
Final Disposition
Wyoming Holding Company
API DocuBank
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Estate Planning 

Please ask your client their opinions your opinions of the following statements using the scale below:
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1. Strongly disagree 2. Disagree 3. Neither agree nor disagree 4. Agree 5. Strongly agree
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Please rate the level of importance from Low, Medium to High.
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Agent Information 

When you are done entering the client intake information, please hit the submit button below.
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