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MURRAY, PLUMB & MURRAY 75 Pearl Street P.O. Box 9785 Portland, Maine 041045085 (207) 7735651PERSONAL AND CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRECLIENT: ___DATE:___Date Completed:___ESTATE PLANNING
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How to fill out estate planning attorney and

01
Gather all necessary documents such as wills, financial records, and power of attorney forms.
02
Research and select a qualified and experienced estate planning attorney.
03
Schedule a consultation with the attorney to discuss your goals and wishes for your estate plan.
04
Provide the attorney with all relevant information about your assets, beneficiaries, and any specific requests you have.
05
Work with the attorney to draft and review all necessary legal documents, such as wills, trusts, and healthcare directives.
06
Review and make any necessary changes to the drafted documents.
07
Sign and execute the final version of the estate planning documents in the presence of witnesses and a notary public.
08
Keep a copy of all executed estate planning documents in a secure location and inform your loved ones of their existence.

Who needs estate planning attorney and?

01
Anyone who wishes to ensure that their assets are distributed according to their wishes after their death.
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Individuals with significant assets or complex financial situations may benefit from the guidance of an estate planning attorney.
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Parents with minor children may need an estate planning attorney to designate guardians and establish trusts for their children's care.
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Business owners who want to plan for the succession of their business.
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Those who want to minimize estate taxes and protect their assets from creditors.
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Individuals with blended families or specific healthcare wishes may need the guidance of an estate planning attorney.
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Anyone who wants to avoid probate court and ensure a smooth transfer of assets to their beneficiaries.
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An estate planning attorney is a legal professional who specializes in helping individuals and families plan for the distribution of their assets after death, including wills, trusts, and other estate planning documents.
There is no requirement to 'file' an estate planning attorney. However, individuals who wish to create or amend their estate planning documents often consult with an estate planning attorney.
To fill out estate planning documents, individuals typically gather necessary personal and financial information, choose their beneficiaries, and work with an estate planning attorney to draft the appropriate legal documents.
The purpose of an estate planning attorney is to assist clients in organizing their affairs, ensuring that their wishes regarding the distribution of their assets are respected and minimizing taxes and legal challenges.
The information typically reported includes personal information, asset details, beneficiary designations, and any specific wishes for asset distribution.
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