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Johnson, Larson, Peterson & Accord n, P.A. Attorneys at Law Estate Planning and Will Information Form When you have completed this form, please return it to our office or bring it along to your scheduled
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Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after their death. A will is a legal document that specifies how a person wants their assets to be distributed upon their death.
Anyone who wants to ensure that their assets are distributed according to their wishes after their death should consider creating an estate plan and will.
To fill out an estate plan and will, you can consult with an estate planning attorney who can help you draft the necessary documents to meet your specific needs and wishes.
The purpose of estate planning and will is to ensure that a person's assets are distributed according to their wishes, minimize estate taxes, avoid probate, and provide for the care of minor children or other dependents.
The information reported on an estate plan and will typically includes a list of assets, beneficiaries, executor, guardians for minor children, and any specific wishes or instructions for the distribution of assets.
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