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GENRES LAW GROUP, P.C. ESTATE PLANNING QUESTIONNAIRE FOR A MARRIED COUPLE** This Estate Planning Questionnaire requests information which we realize is very personal. However, the information requested

How to fill out your estate plan

How to fill out your estate plan?

1. Start by assessing your assets and liabilities. Make a list of all your properties, investments, bank accounts, debts, and other financial obligations. This will give you a clear picture of your estate and help determine how you want it to be distributed.
2. Choose an executor or personal representative. This person will be responsible for carrying out your wishes as stated in your estate plan. Select someone you trust and discuss their willingness to take on the role.
3. Determine your beneficiaries. Decide who will inherit your assets after you pass away. Consider your family members, friends, charitable organizations, or any other individuals or entities you wish to include.
4. Specify how your assets should be distributed. You can distribute your assets equally among your beneficiaries or allocate specific percentages or amounts to each. Ensure that your instructions are clear and leave no room for ambiguity.
5. Plan for incapacitation. In addition to addressing what happens to your assets after death, consider including provisions for if you become incapacitated. This may involve establishing a power of attorney or healthcare proxy to make decisions on your behalf.
6. Include guardianship for minor children, if applicable. If you have dependent children, outline who you would like to be their guardian in the event of your passing. Discuss this decision with the chosen individual beforehand to ensure their willingness and ability to take on the responsibility.
7. Consult with professionals. Seek assistance from an estate planning attorney or financial planner to ensure your estate plan is legally valid and properly executed. They can provide guidance, answer your questions, and help navigate complex legal processes.

Who needs your estate plan?

1. Individuals with significant assets: Those who own property, possess substantial investments, or have a high net worth should consider having an estate plan. This ensures that their assets are managed and distributed according to their wishes.
2. Parents of minor children: If you have dependent children, having an estate plan is crucial to determine their future care and provide for their financial well-being in the event of your untimely passing.
3. Anyone wanting to minimize conflicts and disputes: By having a comprehensive estate plan, you can minimize the potential for family disputes, conflicts, and legal challenges surrounding the distribution of your assets.
4. Individuals with specific wishes: If you have specific preferences regarding the distribution of your assets or want to support certain causes or organizations, an estate plan allows you to ensure your wishes are fulfilled.

Remember, estate planning is a highly individualized process, and it is important to consult with professionals who can provide personalized advice based on your specific circumstances.

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What is your estate plan?

My estate plan includes a will, trust, power of attorney, and healthcare directives.

Who is required to file your estate plan?

Any individual who wishes to distribute their assets upon their death can file an estate plan.

How to fill out your estate plan?

You can fill out your estate plan with the help of a lawyer specializing in estate planning, or you can use online tools and templates.

What is the purpose of your estate plan?

The purpose of an estate plan is to ensure that your assets are distributed according to your wishes after your death.

What information must be reported on your estate plan?

Information such as your assets, beneficiaries, executor, and any special instructions for distributing your assets must be reported on your estate plan.