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ESTATE PLANNING CLIENT INTAKE SHEET Estate Planning Terminology Fiduciary: A person who holds a position of trust and confidence in your estate plan. The rest of the definitions on this page refer
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How to fill out estate planning finance information

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How to fill out estate planning finance information

01
Gather all financial documents including bank statements, investment accounts, retirement accounts, real estate deeds, and insurance policies.
02
Create a list of all assets and liabilities including balances and account numbers.
03
Identify beneficiaries and decide how you want your assets to be distributed.
04
Consult with a financial planner or attorney to review and organize your financial information into a comprehensive estate plan.
05
Make sure to update your estate plan regularly to reflect any changes in your financial situation.

Who needs estate planning finance information?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals with significant assets or complex financial situations.
03
People who want to minimize estate taxes and avoid probate.
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Estate planning finance information includes details about assets, liabilities, and financial arrangements of an individual to ensure a smooth transfer of assets after their death.
Individuals with substantial assets and complex financial arrangements are required to file estate planning finance information.
Estate planning finance information can be filled out by listing all assets, liabilities, and financial accounts along with any specific instructions for the transfer of assets.
The purpose of estate planning finance information is to ensure that assets are distributed according to the wishes of the individual after their death.
Assets, liabilities, financial accounts, and any specific instructions for the transfer of assets must be reported on estate planning finance information.
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