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Ireland & Ireland PC P. O Box 273 Banks, Oregon 97106 P: (503)3241500 F: (503)3240720 Info Ireland PC.commodes Date: Confidential Estate Planning Form MARRIED COUPLE *Please fill out the following
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How to fill out confidential estate planning form
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Gather all necessary personal and financial information such as assets, debts, and beneficiaries.
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Read through the form instructions carefully to understand what information is required.
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Start by filling in your personal information, including full name, address, and contact details.
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Provide details of your assets, including real estate, investments, bank accounts, and retirement funds.
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Specify any debts or liabilities you may have, such as mortgages, loans, or credit card debts.
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Outline your preferred distribution of assets and beneficiaries. Be sure to specify any specific instructions or conditions.
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Consider appointing a trusted person as the executor of your estate.
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Consult with an attorney or legal professional if you have any questions or need guidance during the process.
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Keep a copy of the completed form for your records and securely store it with your important documents.
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