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Estate planning information forms* Timothy D. Waltzer Attorney at Law A Law Corporation Tim TimBaltzerLaw.com Phone: 808.533.3223 Facsimile: 808.521.4570 Complete estate analysis questionnaire: INDIVIDUAL
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Part one information includes basic details about the entity or individual such as name, address, and contact information.
Anyone conducting business or holding assets must file part one information.
Part one information can be filled out online or on paper forms provided by the appropriate authority.
The purpose of part one information is to create a record of entities or individuals engaged in business or holding assets.
Typically, name, address, contact information, and nature of business or assets must be reported on part one information.
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