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ESTATE PLANNING QUESTIONNAIRE Individual Today's date: Whom may we thank for your referral to our office? Do you have an old will? (If yes, please bring a copy with you.) YesNoPERSONAL INFORMATION
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01
Start by gathering all necessary information such as personal details, assets, and liabilities.
02
Review and understand the purpose of each section in the estate planning questionnaire.
03
Begin filling out the questionnaire by providing accurate and up-to-date information for each section.
04
Take your time to carefully answer each question, ensuring clarity and accuracy.
05
If you encounter any difficulties or have uncertainties, seek professional advice from an estate planning attorney.
06
Double-check all the information provided before finalizing the questionnaire.
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Sign and date the completed estate planning questionnaire.
08
Make copies of the questionnaire for your records and keep them in a safe place.
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Consider reviewing and updating the questionnaire periodically or when major life events occur.

Who needs estate planning questionnaire- individual?

01
Individuals who want to ensure their wishes are followed regarding the distribution of their assets upon death.
02
Individuals who want to appoint guardians for their minor children in case of their death.
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Individuals who want to minimize estate taxes and probate costs.
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Individuals who want to specify their healthcare preferences and appoint a healthcare proxy.
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Individuals who want to protect their assets and ensure a smooth transfer of wealth to their beneficiaries.
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Estate planning questionnaire- individual is a document that collects information about an individual's assets, liabilities, and wishes for the distribution of their estate after their passing.
Individuals who want to ensure their assets are distributed according to their wishes upon their death are required to fill out an estate planning questionnaire- individual.
To fill out an estate planning questionnaire- individual, individuals need to provide details about their assets, liabilities, beneficiaries, and any specific instructions for the distribution of their estate.
The purpose of an estate planning questionnaire- individual is to help individuals organize their estate, communicate their wishes to loved ones, and ensure that their assets are distributed according to their preferences after their passing.
Information such as a list of assets, debts, beneficiaries, and any specific instructions for the distribution of the estate must be reported on an estate planning questionnaire- individual.
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