Estate Planning Fact Finder

This data sheet can be helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate.

Estate Planning Fact Finder in PDF format.

Completing it is optional. If you choose to complete it, fill it out as well as you can, either skipping or placing question marks on those items that seem inapplicable or about which you have questions or simply don’t know the answer. Mail the completed form to us, email us, or bring it with you to your estate planning appointment.



Securities and Advisory Services offered through VSR Financial Services, Inc. a Registered Investment
Adviser and Member FINRA / SIPC. Kennedy Financial Services is independent of VSR.
Kennedy Financial Services is independent of VSR. Jim Kennedy is also an Investment Advisory Representative with VSR Advisor Services, an SEC Registered Investment Adviser.
While VSR Financial Services, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Jim Kennedy is currently registered to sell securities products in
AR, CA, CO, FL, GA, MA, MO, NC, NM, OK, OR, TX and WY. Jim and Aaron are also licensed to offer insurance products in TX, OK and OR. The information included herein
should not be considered a solicitation or an offer to sell products or services in any state besides those in which Jim and Aaron are properly registered/licensed.

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