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Estate Planning Questionnaire for The Bradley Law Firm, LLC The Bradley Law Building At Corporate Gardens 3107 East Corporate Edge Drive Germantown, TN 38138 Phone 901.682.2030 Fax 901.624.2684 Date
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How to fill out estate planning questionnaire
01
Start by carefully reading through the estate planning questionnaire. It is important to understand the purpose and scope of the questionnaire before proceeding.
02
Gather all relevant information and documents that may be necessary to complete the questionnaire. This can include personal identification documents, financial statements, wills or trusts, insurance policies, and any other relevant legal documents.
03
Begin by providing your personal information accurately. This may include your full name, date of birth, current address, and any other requested contact information.
04
Answer all questions thoroughly and honesty. Do not leave any questions unanswered unless it specifically states that it is optional.
05
Pay close attention to any instructions or specific requirements for each question. Some questions may require additional documentation or supporting evidence.
06
Seek professional advice if needed. If there are any questions or sections that you are unsure about, it is recommended to consult with an estate planning attorney or professional to ensure the accuracy and completeness of your responses.
07
Review your answers before submitting the questionnaire. Double-check for any errors or missing information that may need to be corrected.
08
Finally, sign and date the questionnaire as required. Make sure to follow any specific instructions regarding the submission of the completed questionnaire.
09
Anyone who wishes to plan for their estate and ensure their assets are distributed according to their wishes can benefit from completing an estate planning questionnaire. This can include individuals who own significant assets, have dependents, or have unique circumstances that require specific instructions for their estate planning. It is also advisable for individuals who have previously completed estate planning documents to periodically review and update their plans by filling out an estate planning questionnaire.
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