Get the free ESTATE PLANNING INTAKE FORM FOR

ESTATE PLANNING INTAKE FORM FOR LAW OFFICES OF PETER W. BALLARD, P.C. 2010 375 East Horse tooth Road Building 6, Suite 200 Fort Collins, Colorado 80525 Telephone: 9702235900 Email: Pete estateplanninghelp.com

How to fill out estate planning intake form

How to fill out an estate planning intake form:

1. Begin by carefully reading and reviewing each section of the form.
2. Provide accurate and complete personal information such as your full name, date of birth, address, and contact details.
3. Answer questions regarding your marital status and provide details about your spouse or partner if applicable.
4. Specify if you have any children or beneficiaries and provide their names and ages.
5. Indicate your preferences for distributing your assets and name any specific beneficiaries or charitable organizations you would like to include in your estate plan.
6. Provide information about your assets, including real estate, bank accounts, investments, and insurance policies.
7. Specify any debts or liabilities you have, such as mortgages, loans, or credit card balances.
8. Indicate any special instructions or wishes you have for your health care decisions, including your preferred medical treatment and the designation of a healthcare proxy.
9. If you have any existing estate planning documents, such as a will or trust, make sure to mention them and provide the necessary information.
10. Review the completed form thoroughly before signing and submitting it to ensure accuracy and completeness.

Who needs an estate planning intake form?

1. Individuals who want to create a comprehensive estate plan to protect and distribute their assets according to their wishes.
2. Individuals who have dependents or beneficiaries and want to ensure their financial security and well-being after their passing.
3. People who own significant assets, including real estate, investments, and valuable possessions.
4. Individuals who want to designate their preferred healthcare decisions and make their medical wishes known.
5. Anyone who wants to minimize the tax burden on their estate and maximize the amount passed on to their loved ones.

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