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ESTATE PLANNING QUESTIONNAIRE MARRIED COUPLE The following information will help me advise you of your estate planning options and prepare your documents quickly and accurately. The more information

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How to fill out form 1-1 estate planning

01

Start by gathering all necessary documents such as wills, trusts, insurance policies, and financial statements.

02

Complete personal information section including name, address, and contact information.

03

Specify beneficiaries and how you would like your assets to be distributed.

04

Choose an executor to carry out your wishes and specify any additional instructions or wishes.

05

Review and sign the form, making sure all information is accurate and up to date.

Who needs form 1-1 estate planning?

01

Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.

02

Individuals who want to name specific beneficiaries or make special provisions for loved ones.

03

People who want to ensure their estate goes through a smooth probate process.

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What is form 1-1 estate planning?

Form 1-1 estate planning is a document used to organize and document decisions for the distribution of assets upon one's death.

Who is required to file form 1-1 estate planning?

Individuals with significant assets and heirs who need guidance on how their estate should be managed are required to file form 1-1 estate planning.

How to fill out form 1-1 estate planning?

Form 1-1 estate planning must be filled out by providing details about assets, beneficiaries, and specific instructions for the distribution of the estate.

What is the purpose of form 1-1 estate planning?

The purpose of form 1-1 estate planning is to ensure that an individual's assets are distributed according to their wishes after their passing.

What information must be reported on form 1-1 estate planning?

Information such as assets (real estate, investments, personal property), beneficiaries, executors, guardians for minors, and charitable contributions must be reported on form 1-1 estate planning.

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