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ESTATE PLA N I N G W O R K S H E E T DURING THE INITIAL APPOINTMENT, WE WILL DETERMINE YOUR SPECIFIC ESTATE PLANNING NEEDS AND GOALS. THE POTENTIAL COST OF PROBATE AND TAX WHICH WOULD OCCUR WITH YOUR CURRENT

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What is estate plan?

An estate plan is a set of legal documents that outline how a person wants their assets to be distributed after their death.

Who is required to file estate plan?

Individuals with significant assets or property are typically required to file an estate plan.

How to fill out estate plan?

To fill out an estate plan, one would typically work with a lawyer experienced in estate planning to draft the necessary documents.

What is the purpose of estate plan?

The purpose of an estate plan is to ensure that a person's assets are distributed according to their wishes after their death.

What information must be reported on estate plan?

An estate plan typically includes information about the person's assets, beneficiaries, and any specific instructions for distribution.

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