| A scale of 1-5 with 1 being low, and 5 high. | 1 | 2 | 3 | 4 | 5 |
| Experience working with this scenario?
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| Can the advisor provide references from other farms or businesses they have worked with?
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| How long have they been working in this field?
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| What professional credentials do they hold?
~o | ~o | ~o | ~o | ~o | ~o |
| How long would it take to complete the process?
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| Do they have any samples/example plans used with other clients that can be reviewed?
~o | ~o | ~o | ~o | ~o | ~o |
| Can you please provide a clear breakdown of your fee structure?
~o | ~o | ~o | ~o | ~o | ~o |
| What is your comfort level working with this person?
~o | ~o | ~o | ~o | ~o | ~o |
| How would you rate your family members working well with this person after you are gone?
~o | ~o | ~o | ~o | ~o | ~ |
