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ESTATE PLANNING AND WILL QUESTIONNAIRE FORM PERSONAL INFORMATION The information as per this questionnaire is for confidential use in an attorney client relationship. The information will not be released,

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What is estate planning and will?

Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after their death. A will is a legal document that outlines how a person's assets and properties should be distributed after their death.

Who is required to file estate planning and will?

Anyone who wishes to ensure that their assets are distributed according to their wishes after their death is encouraged to create an estate plan and will.

How to fill out estate planning and will?

To fill out estate planning and will, one should gather information about their assets, debts, beneficiaries, and appoint an executor to carry out their wishes. It is recommended to seek guidance from a legal professional.

What is the purpose of estate planning and will?

The purpose of estate planning and will is to ensure that a person's assets are distributed according to their wishes, minimize taxes and fees, and provide for their loved ones after their death.

What information must be reported on estate planning and will?

Information that must be reported on estate planning and will includes details about assets, debts, beneficiaries, and the appointment of an executor.

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