Get the free ESTATE PLANNING CLIENT FORM

ESTATE PLANNING CLIENT FORM Today's Date: Client Information Full Name: Date of Birth: / / SSN: Address:Email: Day Phone: Eve. Phone: County of Residence: U.S. Citizen: Yes No If not, citizen of Employer:

How to fill out estate planning client form

How to fill out estate planning client form

1. Start by entering your personal information such as your full name, address, and contact details.
2. Provide information about your assets, including real estate properties, bank accounts, investments, and any other valuable possessions.
3. Specify how you would like your assets to be distributed after your death. You can choose to allocate them to specific beneficiaries or organizations.
4. Identify a person who will act as your executor or personal representative to carry out the instructions mentioned in your estate plan.
5. Include any special requests or provisions such as medical directives, guardianship nomination for minor children, or charitable donations.
6. Review the completed form for accuracy and completeness before signing and dating it.
7. Make copies of the filled-out form and provide them to appropriate individuals, such as your attorney, family members, or trusted advisors.

Who needs estate planning client form?

1. Anyone who wants to ensure their assets and properties are distributed according to their wishes after their death should consider filling out an estate planning client form.
2. Individuals with substantial assets, complex financial situations, or blended families may find it particularly important to create an estate plan using this form.
3. People who have specific healthcare preferences or want to nominate a guardian for their minor children can also benefit from completing an estate planning client form.

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