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WESTERN WAKE LAW GROUP ATTORNEYS AT LAW ATTORNEYS 205 New Edition Court Cary, North Carolina 27511 Phone 919.677.9900 Facsimile 888.688.7088 Website: www.WesternWakeLawGroup.com Estate Planning Client
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How to fill out wwlg estate planning client:

01
Start by gathering all necessary documents such as personal identification, financial statements, and any existing estate planning documents.
02
Review and update your personal information, including full name, address, and contact details.
03
Provide details about your marital status, including spouse's name and any dependent children.
04
List all assets including bank accounts, investments, real estate properties, and valuable possessions.
05
Specify any outstanding debts or liabilities that should be taken into consideration during the estate planning process.
06
Indicate your preferences for distribution of assets and beneficiaries.
07
Consider appointing an executor or trustee to manage your estate and make decisions on your behalf.
08
Think about healthcare decisions and whether you need to designate a healthcare proxy or establish a living will.
09
Sign and date the wwlg estate planning client form, ensuring that you fully understand its contents and implications.

Who needs wwlg estate planning client:

01
Individuals who want to ensure that their assets are distributed according to their wishes after their passing.
02
Individuals who want to appoint a trusted person to manage their estate and make important decisions.
03
Individuals who want to establish healthcare directives and ensure that their medical decisions are respected.
Note: It is advised to consult with an attorney or estate planning professional for personalized advice and guidance when filling out the wwlg estate planning client form.
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