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LAW OFFICES OF ROBERT H. GLORY 616 N. NORTH COURT SUITE 160 PALATINE, ILLINOIS 60067 ROBERT H. GLORY PHONE: (847) 991-2250 FAX: (847) 991-9445 BOB ILLINOISESTATEPLAN.COM Meeting Date:, JEFFREY R.

How to fill out estate planning information form

1. Start by gathering all necessary personal information such as your full name, date of birth, and current address. Make sure to also include any previous names or addresses that may be relevant.
2. Provide details about your family members, including spouses, children, and any grandchildren. Include their full names, birth dates, and contact information.
3. List any important financial assets you possess, such as real estate properties, investments, bank accounts, and retirement funds. Be sure to include specific details such as account numbers, financial institution names, and approximate values.
4. Discuss any debts or liabilities you have, such as mortgages, loans, or credit card balances. Include the creditor's name, outstanding balance, and any relevant account numbers.
5. Specify any insurance policies you hold, including life insurance, health insurance, or long-term care insurance. Provide the policy numbers, coverage amounts, and contact information for the insurance companies.
6. Mention any businesses or partnerships you are involved in and provide details about their ownership structure, names, and addresses.
7. Indicate any specific bequests or inheritances you wish to include in your estate plan. This could involve naming individuals or charitable organizations as beneficiaries of certain assets.
8. Consider appointing an executor or personal representative who will handle your estate affairs after your passing. Provide their full name, address, and contact information.
9. Include any additional wishes or instructions you have regarding your estate, such as funeral or burial preferences, special gifts, or charitable contributions.

Who needs estate planning information form?

1. Individuals who have significant assets or investments that they want to protect and distribute according to their wishes after their passing.
2. Parents or guardians who want to ensure the proper care and guardianship of their children in the event of their death.
3. Business owners or individuals involved in partnerships who need to plan for the transfer or continuation of their businesses.
4. Individuals with complex financial situations or high net worth who want to minimize estate taxes and ensure an efficient administration of their estate.
5. Anyone who wants to have a clear plan in place to avoid unnecessary stress, confusion, or potential disputes among family members after their passing.

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