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MULLEN LAW GROUP, CONFIDENTIAL ESTATE PLANNING INTAKE From This form is helpful as we assist you in meeting your estate planning objectives. Please fill out as much as possible using estimated figures

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How to fill out estate planning intake form

01

Start by providing your personal information such as full name, address, date of birth, and contact information.

02

List out all your assets including real estate, vehicles, bank accounts, investment accounts, and personal belongings.

03

Specify who you want to inherit your assets and how you want them to be distributed.

04

Designate a guardian for any minor children you have.

05

Appoint an executor to carry out your wishes as outlined in the estate planning documents.

06

Include any specific instructions or requests for your funeral arrangements or end-of-life care.

07

Review the completed form carefully before signing to ensure all information is accurate and up-to-date.

Who needs estate planning intake form?

01

Anyone who wants to ensure their assets are distributed according to their wishes after they pass away needs an estate planning intake form.

02

People with minor children who need to designate guardianship in case of their untimely death should also fill out this form.

03

Individuals who want to minimize estate taxes and avoid probate should consider completing an estate planning intake form.

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What is estate planning intake form?

Estate planning intake form is a document that collects information about a person's assets, liabilities, and wishes for the distribution of their estate upon their death.

Who is required to file estate planning intake form?

Individuals who wish to create an estate plan or update their existing plan are required to file an estate planning intake form.

How to fill out estate planning intake form?

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

What is the purpose of estate planning intake form?

The purpose of estate planning intake form is to help individuals outline their wishes for the distribution of their estate and ensure that their assets are properly accounted for.

What information must be reported on estate planning intake form?

Information such as personal details, assets, debts, beneficiaries, and executors must be reported on an estate planning intake form.

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