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Instruction Questionnaire for Wills and Estate Planning I ask that you complete as much as possible of this form before we meet because it will provide me with essential information and help me to

How to fill out wills instruction questionnairedoc

How to fill out wills instruction questionnaire document:

1. Begin by carefully reading the instructions provided with the questionnaire document. This will give you an understanding of the purpose of the questionnaire and the specific information you need to provide.
2. Start by filling out your personal details, such as your full name, address, and contact information. Ensure that these details are accurate and up to date.
3. Provide information about your family members and beneficiaries. Include their names, addresses, and any other relevant details that are requested in the questionnaire.
4. Specify your assets and liabilities. List all your properties, bank accounts, investments, debts, and any other assets or liabilities that should be included in the will.
5. Indicate your preferences for the distribution of your estate. This may include who should receive specific assets or properties, any special bequests, and the division of your estate among beneficiaries.
6. Consider nominating an executor or personal representative who will carry out your wishes after your passing. Provide their full name, contact information, and any alternate choices if necessary.
7. Include any provisions for guardianship if you have minor children. Specify who should become the legal guardians of your children in the event of your untimely death.
8. Review your responses and ensure that all required fields are completed accurately and completely. Go through the questionnaire once again to double-check for any mistakes or omissions.

Who needs wills instruction questionnaire document:

1. Individuals who want to ensure that their assets are distributed according to their wishes after their passing.
2. People who have dependents or minor children and want to nominate guardians for them.
3. Anyone who wants to plan their estate and specify how their properties, assets, and debts should be handled after their death.

Note: It is always advisable to consult with an attorney or legal professional when creating a will or filling out any legal document to ensure that it is valid and meets all legal requirements in your jurisdiction.

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