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KNOW YOUR CLIENT Regulated Trusts and Superannuation Funds WHEN TO USE THIS FORMDOCUMENTS FOR A trustee this form to provide the information we need to verify the trusts identity and to meet our legal
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Research and gather information on estate planning attorneys in your area.
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Schedule a consultation with a few different attorneys to discuss your needs and goals.
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Bring all relevant documents and information to the consultation, including wills, trusts, and any other legal documents.
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Anyone who wants to protect their assets and ensure their wishes are carried out after they pass away.
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Individuals with significant assets or complex family situations may also benefit from working with an estate planning attorney.
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An estate planning attorney is a lawyer who specializes in advising clients on how to manage and distribute their assets in the event of incapacity or death.
Individuals who have assets they wish to distribute upon their death or incapacity may choose to work with an estate planning attorney.
To fill out estate planning documents, individuals need to gather information about their assets, beneficiaries, and preferences for distribution.
The purpose of estate planning is to ensure that an individual's assets are distributed according to their wishes and to minimize potential conflicts among beneficiaries.
Information typically reported on estate planning documents includes a list of assets, beneficiaries, and instructions for distribution.
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