Legacy Resolve Experience Assessment 
  
This helps us understand your community so we can make our conversation focused, intentional, and valuable.  
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Email *
Full Name *
Organization Name *
Phone Number *
Approximately how many families are part of your organiation? *
Who do you primarily serve? *
  Have you hosted financial or educational workshops before?   *
  
What challenges are you seeing within your
community?  
 *
Required
  
Are you open to bringing in a speaker to guide families on legacy planning?  
 *
  What format would you prefer?   *
  What is your desired time frame?   *
  Are you the decision-maker for bringing in speakers?   *
  
What would make this experience valuable for your families?  
 *
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