Get the free 2014 Estate Planning Questionnaire PDF Form

J. Mack Shivery, Attorney at Law Congress Center 1001 SW Fifth Avenue Suite 1220 Portland, Oregon 97204 Phone: (503) 274.7402 Email: jmackshivelylaw teleport.com Websites: www.jmackshivelylaw.com

How to fill out 2014 estate planning questionnaire

How to fill out the 2014 estate planning questionnaire:

1. Begin by carefully reading each question and instruction provided in the questionnaire.
2. Gather all necessary documents and information related to your estate, including property ownership, financial accounts, insurance policies, investment portfolios, and any existing estate planning documents.
3. Start by filling out the personal information section, which may include your name, address, date of birth, and social security number.
4. Move on to providing details about your assets and liabilities, such as real estate properties, bank accounts, retirement accounts, debts, and loans.
5. Complete the section related to your desired distribution of assets, ensuring you specify beneficiaries and any specific instructions for each asset.
6. Answer questions regarding your healthcare preferences, including the appointment of a healthcare proxy or power of attorney, advance directives, and any desired specific medical treatments or interventions.
7. Consider including instructions for the care of any dependents or pets you may have.
8. Fill out the section related to your chosen executor or personal representative, providing their contact information and any specific instructions for administering your estate.
9. Review and double-check all the information you have provided to ensure accuracy and completeness.
10. Sign and date the completed questionnaire, following any additional instructions provided.

Who needs the 2014 estate planning questionnaire:

1. Individuals who want to create or update their estate plan and ensure their assets are distributed according to their wishes after their passing.
2. People with significant assets or complex financial portfolios who require careful planning to minimize taxes and avoid probate.
3. Anyone who wants to make provisions for their healthcare decisions and ensure that their medical preferences are respected in case they become incapacitated.

Note: It's important to check if a more recent version of the estate planning questionnaire is available, as the example provided specifically mentions the year 2014.

For pdfFiller’s FAQs

How do I edit 2014 estate planning questionnaire on an iOS device?

Create, edit, and share 2014 estate planning questionnaire from your iOS smartphone with the pdfFiller mobile app. Installing it from the Apple Store takes only a few seconds. You may take advantage of a free trial and select a subscription that meets your needs.

How do I edit 2014 estate planning questionnaire on an Android device?

With the pdfFiller mobile app for Android, you may make modifications to PDF files such as 2014 estate planning questionnaire. Documents may be edited, signed, and sent directly from your mobile device. Install the app and you'll be able to manage your documents from anywhere.

How do I complete 2014 estate planning questionnaire on an Android device?

On Android, use the pdfFiller mobile app to finish your 2014 estate planning questionnaire. Adding, editing, deleting text, signing, annotating, and more are all available with the app. All you need is a smartphone and internet.

What is estate planning questionnaire pdf?

Estate planning questionnaire pdf is a document that helps individuals organize their personal and financial information for the purpose of creating an estate plan.

Who is required to file estate planning questionnaire pdf?

Anyone who is considering creating an estate plan or updating an existing one may be required to fill out an estate planning questionnaire pdf.

How to fill out estate planning questionnaire pdf?

To fill out an estate planning questionnaire pdf, an individual must provide detailed information about their assets, liabilities, beneficiaries, and other relevant information as requested on the document.

What is the purpose of estate planning questionnaire pdf?

The purpose of estate planning questionnaire pdf is to help individuals and their advisors gather the necessary information to create a comprehensive estate plan that meets their specific needs and wishes.

What information must be reported on estate planning questionnaire pdf?

Information such as assets, debts, insurance policies, retirement accounts, beneficiaries, and wishes regarding distribution of assets must be reported on estate planning questionnaire pdf.