oo - tony walker financial

_____________________________ BOWLING GREEN OFFICE

2451 Industrial Drive Bowling Green, KY 42101

LOUISVILLE OFFICE 8303 Shelbyville Road Louisville, KY 40222

LEXINGTON OFFICE

2333 Alexandria Drive Lexington, KY 40504

(877) 499-9255

www.tonywalkerfinancial.com

Greetings!

Congratulations on your decision to update your estate plan. While a licensed attorney will be drafting your documents, our role will be to assist in the gathering of information and notarizing the final documents provided to us by the attorney assigned to your plan. As a client of Tony Walker Financial,

trust and confidence in us.

After you complete the enclosed Pre-Appointment Guide, please schedule a convenient time to meet in person with either Heather Hughes (Bowling Green office) or Trey Jurgens (Louisville office). The

ll pertinent estate information into your Client Profile. This information is immediately transmitted to local attorney partners of EP Navigator. The attorney will review your information and provide their suggestions of the appropriate Estate Documents suggested for your specific situation.

Individual Will package (includes POA and Healthcare POA)

$225 per person Trust package (includes trust, wills, POA and Healthcare POA)

$650 per couple

Guide to better prepare you for some of the questions you will be asked in the process.

Thank you again for your trust in Tony Walker Financial. Our team of Retirement Service Experts is here to help you in all ages and stages of retirement.

Pura Vida!

Tony Walker

Enclosed: Client Disclosure, EP Navigator Pre-Appointment Guide

CC: Trey Jurgens Heather Hughes

Client Confidential Information (Page 1) erui erui

Name: ____________________________

Address___________________________

City_______________St____Zip_______

Birthdate ________SS#______________

Drivers License#____________________

State: _____Exp Date _______ Iss Date_______

Employment Status: Retired? Y_____ N_____

Current OR Former:

Occupation: ________________________________

Employer Name: ____________________________

Employer City/State:__________________________

Life Insurance Applicants Only:

Height________________ Weight____________lbs.

Ongoing Medical Issues_______________________ ___________________________________________ ___________________________________________ Current Prescriptions_________________________ ___________________________________________

Name: ____________________________

Address___________________________

City_______________St____Zip_______

Birthdate ________SS#______________

Drivers License#____________________

State: _____Exp Date _______ Iss Date_______

Employment Status: Retired? Y_____ N_____ Current OR Former: Occupation: ________________________________ Employer Name: ____________________________ Employer City/State:__________________________ Life Insurance Applicants Only:

Height________________ Weight____________lbs.

Ongoing Medical Issues_______________________ ___________________________________________ ___________________________________________ Current Prescriptions_________________________ ___________________________________________

eSignature Information: If future signatures are needed, please choose your preferred method of signature:

eSignature using this preferred email address_________________________________________

Prefer forms be mailed for signature

Client Confidential Information (Page 2)

©2017, TONY WALKER, ALL RIGHTS RESERVED. PLEASE COMPLETE BENEFICIARY INFORMATION ON REVERSE SIDE , TONY WALKER, ALL RIGHTS RESERVED.©2017, TONY WALKER, ALL RIGHTS RESERVED.PLEASE COMPLETE BENEFICIARY INFORMATION ON REVERSE SIDE

Beneficiary Information: (P=Primary C=Contingent)

P C Name _________________________ SS# ______________Birthdate ____________ %________

Address____________________________________________________Relationship___________

Name _________________________ SS# ______________Birthdate ____________ %________ Address____________________________________________________Relationship___________





Name _________________________ SS# ______________Birthdate ____________ %________








©2017, TONY WALKER, ALL RIGHTS RESERVED.