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ESTATE PLANNING QUESTIONNAIRE Filled out for: ___ (fill in your name here)This document is not intended to be comprehensive or to replace a consultation with an attorney, but only to help you organize
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How to fill out 6 estate planning must-haves

01
Start by creating a will: This is a legal document that outlines how you want your assets to be distributed after your death. It is important to include specific instructions for all of your assets, including property, investments, and personal belongings.
02
Designate a power of attorney: This allows you to appoint someone to make financial and legal decisions on your behalf if you become unable to do so. Choose someone you trust and make sure they understand your wishes.
03
Establish a living will or healthcare proxy: This document outlines your wishes for medical treatment if you are unable to communicate them yourself. It can include instructions for life support, organ donation, and other medical decisions.
04
Create a trust: A trust can help protect your assets and ensure they are distributed according to your wishes. You can specify when and how beneficiaries receive their inheritance, and it can also help minimize estate taxes.
05
Review beneficiary designations: Make sure your beneficiary designations on life insurance policies, retirement accounts, and other assets are up to date and accurately reflect your wishes.
06
Consult with an attorney or estate planner: It is recommended to seek professional advice when creating your estate plan. They can help you navigate the complex legal and financial aspects and ensure your plan is legally binding and meets your specific needs.

Who needs 6 estate planning must-haves?

01
Anyone who has assets and wants to ensure their wishes are carried out after their death needs 6 estate planning must-haves. It is especially important for individuals with dependents, business owners, and those with significant assets or unique circumstances. Estate planning can help avoid family disputes, provide for loved ones, and minimize taxes and other costs.
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Estate planning must-haves include a will, a living trust, a healthcare directive, a financial power of attorney, a digital asset plan, and beneficiary designations.
Anyone who wants to ensure their assets are distributed according to their wishes and avoid probate court may need to have these estate planning documents in place.
Consult with an attorney specializing in estate planning to help you draft and finalize these important documents.
The purpose of estate planning documents is to ensure that your assets are distributed according to your wishes, minimize taxes, and provide for your loved ones in case of incapacity or death.
These documents typically require information about your assets, beneficiaries, healthcare preferences, financial decisions, and digital accounts.
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