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ESTATE QUESTIONNAIRE The information you provide must be as accurate as possible as it will be used to draft your estate planning documents. If you are uncertain about exact information, please give
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How to fill out estate planning review

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How to fill out estate planning review

01
Gather all relevant documents such as wills, trusts, life insurance policies, retirement account statements, and property deeds.
02
Review and update your list of assets and liabilities.
03
Identify your beneficiaries and list their contact information.
04
Evaluate your current estate plan and make note of any changes in your wishes or circumstances.
05
Consult with an estate planning attorney to ensure that your plan is legally sound and reflects your wishes.

Who needs estate planning review?

01
Anyone who has assets they wish to pass on to specific individuals or organizations.
02
Individuals who have experienced major life changes such as marriage, divorce, birth of a child, or acquisition of new assets.
03
People who want to minimize estate taxes and ensure their loved ones are taken care of financially after their passing.
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Estate planning review is the process of evaluating and updating an individual's estate plan to ensure that it accurately reflects their current wishes, financial situation, and legal requirements.
Individuals with significant assets, family obligations, or changes in life circumstances, such as marriage, divorce, or the birth of a child, are generally encouraged to file an estate planning review.
To fill out an estate planning review, one should gather relevant financial documents, list assets and liabilities, review beneficiaries, and consult with a legal professional if needed.
The purpose of an estate planning review is to ensure that a person's wishes regarding asset distribution, guardianship of dependents, and tax considerations are clearly documented and legally binding.
Information that must be reported includes asset lists, liabilities, designated beneficiaries, power of attorney, health care directives, and relevant personal information.
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