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CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE Burman Law Firm, P.C. 345 Frazier Avenue, Suite 210 Chattanooga, TN 37405 Phone: (423) 2665691 Fax: (423) 2657041 www.buhrmanlaw.com jrb@buhrmanlaw.com;

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How to fill out confidential estate planning questionnaire

01

Gather all necessary information such as personal details, financial assets, and beneficiaries.

02

Review the questionnaire instructions carefully to ensure accurate and thorough completion.

03

Fill out each section of the questionnaire accurately and honestly.

04

Consult with an attorney or financial advisor if there are any questions or concerns.

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Review the completed questionnaire before submitting to ensure completeness and accuracy.

Who needs confidential estate planning questionnaire?

01

Individuals who want to ensure their assets are distributed according to their wishes.

02

Individuals who want to protect their family and loved ones after their passing.

03

Individuals who have significant assets and want to minimize estate taxes.

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What is confidential estate planning questionnaire?

The confidential estate planning questionnaire is a document that gathers information about an individual's assets, liabilities, beneficiaries, and wishes for distribution of their estate upon death.

Who is required to file confidential estate planning questionnaire?

Individuals who have substantial assets or wish to create a detailed plan for the distribution of their estate are required to file a confidential estate planning questionnaire.

How to fill out confidential estate planning questionnaire?

To fill out the confidential estate planning questionnaire, individuals need to provide detailed information about their assets, liabilities, beneficiaries, and desired distribution of their estate.

What is the purpose of confidential estate planning questionnaire?

The purpose of the confidential estate planning questionnaire is to help individuals create a comprehensive estate plan and ensure that their assets are distributed according to their wishes.

What information must be reported on confidential estate planning questionnaire?

Information such as assets, liabilities, beneficiaries, and instructions for the distribution of the estate must be reported on the confidential estate planning questionnaire.

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