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FILL OUT BEFORE YOUR APPOINTMENT Confidential Estate Planning Diagnostic FOR OFFICE USE ONLY:Date: ___ Interviewer: ___Instructions: Please print. Be as specific as you can about names and accounts.

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How to fill out confidential estate planning questionnaire

01

Gather all relevant financial documents, including bank statements, investment account information, real estate deeds, and insurance policies.

02

Outline your assets and liabilities, including bank accounts, retirement funds, real estate holdings, and outstanding debts.

03

Consider your health care preferences and any potential long-term care needs.

04

Identify your beneficiaries and determine how you want your assets to be distributed.

05

Consult with an estate planning attorney to ensure that your confidential estate planning questionnaire is filled out accurately and in accordance with state laws.

Who needs confidential estate planning questionnaire?

01

Individuals who want to protect their assets and ensure that their estate is distributed according to their wishes.

02

Those with complex financial situations or family dynamics that may require specialized estate planning.

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What is confidential estate planning questionnaire?

A confidential estate planning questionnaire is a document designed to gather personal, financial, and estate-related information from individuals in order to assist in the creation of an estate plan.

Who is required to file confidential estate planning questionnaire?

Individuals who are creating or updating their estate plans, particularly those with substantial assets or specific legal requirements, are typically required to file a confidential estate planning questionnaire.

How to fill out confidential estate planning questionnaire?

To fill out a confidential estate planning questionnaire, individuals should carefully read each question, provide accurate and detailed information regarding their assets, liabilities, beneficiaries, and estate distribution preferences.

What is the purpose of confidential estate planning questionnaire?

The purpose of the confidential estate planning questionnaire is to collect crucial information that will aid estate planners and attorneys in creating an effective estate plan tailored to an individual's needs and goals.

What information must be reported on confidential estate planning questionnaire?

Information that must be reported typically includes personal details, assets (such as property, investments, and bank accounts), liabilities (like debts and mortgages), beneficiary designations, and specific wishes for estate distribution.

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