Get the free Estate Planning. Intake Worksheet (Single) - Kile & Kupiszewski Law ...
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Scottsdale, AZ 85258. Phone: 480 – 348 – 1590. Fax: 1 – 866 – 404 – 5085. Email: Info kilekuplaw.com. We look forward to working with you on your estate plan.
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How to fill out estate planning intake worksheet
How to fill out estate planning intake worksheet:
01
Start by gathering all necessary documents such as identification cards, financial statements, and property information.
02
Fill in your personal information including your name, address, and contact details.
03
Provide details about your family members including their names, relationships, and any special circumstances such as minors or individuals with special needs.
04
List all your assets, including real estate, investments, bank accounts, and personal belongings. Include details such as the approximate value and ownership status.
05
Indicate if you have any existing liabilities such as loans, mortgages, or debts.
06
Outline any specific wishes or instructions you want to be included in your estate plan, such as who should be the guardian for your minor children or who should receive specific assets.
07
Consider any healthcare or end-of-life preferences you may have, including a living will or healthcare proxy.
08
If applicable, provide information about any business or professional interests you may have.
09
Review the completed worksheet carefully to ensure accuracy and completeness.
10
Sign and date the worksheet to indicate your consent and understanding.
Who needs an estate planning intake worksheet:
01
Individuals who have significant assets or property that they wish to distribute or manage after their passing.
02
Families with minor children who want to designate guardianship and provide for their care in case of the untimely death of the parents.
03
Individuals wishing to outline their healthcare preferences and end-of-life decisions.
04
People with special circumstances such as individuals with disabilities or family members requiring special care.
05
Anyone who wants to ensure that their assets are distributed according to their wishes and minimize disputes among heirs after their passing.
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What is estate planning intake worksheet?
Estate planning intake worksheet is a document used to gather information about a client's assets, liabilities, and estate planning goals.
Who is required to file estate planning intake worksheet?
Individuals who are working with an estate planning attorney are typically required to fill out an estate planning intake worksheet.
How to fill out estate planning intake worksheet?
The estate planning intake worksheet can be filled out by providing details about assets, debts, beneficiaries, and any specific instructions for the distribution of assets.
What is the purpose of estate planning intake worksheet?
The purpose of the estate planning intake worksheet is to help the attorney understand the client's financial situation and estate planning goals.
What information must be reported on estate planning intake worksheet?
Information such as assets, debts, beneficiaries, and specific instructions for asset distribution must be reported on the estate planning intake worksheet.
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