I used a form that our firm uses for Estate Clients to passs out to the team during the 7 minute. The form allows an individual to complete almost all of the necessary information needed to complete the Estate Planning process. While not created specifically for a 7 minute presentation, it allowed me to give a visual to my team and to any clients of the type of information that is required for setting up an Estate plan. I encouraged my team to hand off the form to a client if someone needed a Will or other estate planning opportunity. It presented the opportunity for my team to see what their clients would be looking at and using when working with me.