Get the free Estate planning fact finder - Dixon Advisory

1.1 estate planning fact finder Client name’s (Full legal name is compulsory) Appointment Date Appointment Time DATE FACT FINDER WAS COMPLETED LAWYER Please complete as much of the following information

How to fill out estate planning fact finder

How to fill out an estate planning fact finder:

1. Start by gathering all necessary information about your assets, debts, and beneficiaries. This may include details about your bank accounts, investments, real estate properties, insurance policies, and any outstanding loans or debts.
2. Carefully review the fact finder form and make sure you understand each section and the information it requires. Some common sections may include personal information, financial information, medical directives, and distribution of assets.
3. Begin by providing your personal information, including your full name, address, date of birth, and contact information. You may also need to provide information about your spouse or partner, if applicable.
4. Move on to the financial information section, where you will be required to list your assets and their estimated values. Include details about bank accounts, retirement accounts, stocks and bonds, real estate holdings, and any other valuable possessions.
5. Don't forget to include your liabilities as well. This may involve listing any outstanding mortgages, loans, credit card debts, or other financial obligations.
6. If the fact finder form includes a medical directives section, carefully consider and document your wishes regarding healthcare decision-making, end-of-life care, and organ donation.
7. The distribution of assets section is where you will specify your preferences for how your assets should be distributed after your death. This may involve naming specific beneficiaries for certain assets, or establishing trusts or charitable donations.
8. Finally, review your completed fact finder form to ensure accuracy and completeness. Make sure all necessary information has been included and double-check for any errors or omissions.

Who needs an estate planning fact finder?

1. Individuals who are interested in organizing and managing their assets and finances effectively.
2. Those who want to ensure their wishes are followed regarding the distribution of their assets after their death.
3. People with complex financial situations or multiple beneficiaries who may benefit from the clarity provided by an estate planning fact finder.
4. Individuals with specific healthcare wishes or medical directives that they want to document and communicate.
5. Anyone who wants to simplify the estate planning process and make it easier for their loved ones to handle their affairs after their passing.

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What is estate planning fact finder?

Estate planning fact finder is a document used to gather important information about an individual's assets, liabilities, and beneficiaries for the purpose of creating an effective estate plan.

Who is required to file estate planning fact finder?

Estate planning fact finder is typically filled out by individuals who are working with an estate planning attorney or financial advisor to create an estate plan.

How to fill out estate planning fact finder?

Estate planning fact finder can be filled out by providing detailed information about assets, liabilities, beneficiaries, and any other relevant information requested on the form.

What is the purpose of estate planning fact finder?

The purpose of estate planning fact finder is to ensure that all necessary information is gathered and considered when creating an estate plan, helping to ensure that the individual's wishes are carried out effectively.

What information must be reported on estate planning fact finder?

Information such as assets, liabilities, beneficiaries, wills, trusts, insurance policies, and other details relevant to the individual's estate plan must be reported on the estate planning fact finder.