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LAW OFFICE OF MAILMAN & COSTA, P.C. 70 WELLS AVENUE, SUITE 200 NEWTON, MA 02459TELEPHONE (617) 9699500 FACSIMILE (617) 9690030ESTATE PLANNING QUESTIONNAIRE FIRST SPOUSES FULL NAME OR, IF SINGLE, SECOND

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How to fill out estate planning questionnaire

01

To fill out the estate planning questionnaire, follow these steps:

02

Start by gathering all the necessary documents and information, such as your personal details, assets, debts, and beneficiaries.

03

Begin with the basic information section, providing your full name, address, contact details, and social security number.

04

Move on to listing your assets, including real estate properties, vehicles, bank accounts, investments, retirement accounts, and valuable personal items.

05

Specify any outstanding debts or liabilities you may have, such as mortgages, loans, or credit card debt.

06

Provide detailed information about your beneficiaries, including their full names, relationships, and contact information.

07

Consider appointing a trusted person as an executor of your estate and indicate their name and contact details.

08

If you have minor children, include their information and designate a guardian for them in case of your incapacity or demise.

09

Consider including any additional instructions or preferences regarding the distribution of your assets and the handling of your affairs.

10

Review the questionnaire thoroughly before finalizing it to ensure all information is accurate and up-to-date.

11

Finally, sign and date the completed estate planning questionnaire.

Who needs estate planning questionnaire?

01

Any individual who wants to plan for the distribution of their assets and ensure their wishes are followed after their demise or incapacity needs an estate planning questionnaire.

02

This includes individuals who have substantial assets, dependents, complex financial situations, or specific wishes for asset distribution.

03

Completing an estate planning questionnaire can provide peace of mind and help in the efficient administration of your estate in the future.

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What is estate planning questionnaire?

Estate planning questionnaire is a document that helps individuals organize and plan for the distribution of their assets and property after their passing.

Who is required to file estate planning questionnaire?

All individuals who have assets and property that they wish to distribute upon their passing are required to fill out an estate planning questionnaire.

How to fill out estate planning questionnaire?

To fill out an estate planning questionnaire, individuals must provide information about their assets, property, beneficiaries, and any specific instructions for the distribution of their estate.

What is the purpose of estate planning questionnaire?

The purpose of an estate planning questionnaire is to help individuals plan for the distribution of their assets and property in a way that aligns with their wishes and minimizes potential conflicts among beneficiaries.

What information must be reported on estate planning questionnaire?

Information that must be reported on an estate planning questionnaire includes details about all assets, property, bank accounts, investment accounts, beneficiaries, and any specific instructions for the distribution of the estate.

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