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CONFIDENTIALESTATE PLANNING QUESTIONNAIRE for___231 MN HWY 78 N, Unit B Otter tail, MN 56571 Phone: 218.367.5253 amy@lakeviewestatelaw.com www.lakeviewestatelaw.comCompleted ___CONFIDENTIALCONFIDENTIAL

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Determine your assets and liabilities

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What is will and estate planning?

Will and estate planning is the process of preparing for the distribution of assets and properties after an individual passes away.

Who is required to file will and estate planning?

Individuals who own assets and properties are required to file will and estate planning.

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Will and estate planning can be filled out with the assistance of a lawyer or legal advisor.

What is the purpose of will and estate planning?

The purpose of will and estate planning is to ensure that assets and properties are distributed according to the wishes of the deceased individual.

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Information such as assets, properties, beneficiaries, and executor must be reported on will and estate planning.

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