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CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE ___Name___ Date did you find out about us? ___ Please complete this form and forward a copy to our office before your appointment along with all supporting
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How to fill out confidential estate planning questionnaire

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How to fill out confidential estate planning questionnaire

01
Gather all necessary documents such as wills, trusts, insurance policies, and financial records.
02
Start by providing personal information such as your full name, address, date of birth, and social security number.
03
List out all of your assets including real estate, investments, retirement accounts, and personal property.
04
Specify who you want to inherit your assets and how you want them to be distributed.
05
Designate guardians for any minor children.
06
Include any special instructions or wishes for your healthcare or end-of-life decisions.
07
Review the completed questionnaire thoroughly and make any necessary changes before signing and dating.

Who needs confidential estate planning questionnaire?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals who want to make sure their healthcare and end-of-life preferences are known and respected.
03
Parents who want to designate guardians for their children in case something happens to them.
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A confidential estate planning questionnaire is a document that gathers essential information regarding an individual's assets, liabilities, and personal wishes to guide the preparation of their estate plan.
Individuals who are planning their estate, typically those with significant assets or complex financial situations, are required to file a confidential estate planning questionnaire.
To fill out a confidential estate planning questionnaire, one should gather relevant financial documents and carefully provide detailed information regarding assets, liabilities, beneficiaries, and specific wishes related to the estate.
The purpose of a confidential estate planning questionnaire is to organize and clarify an individual's financial situation and personal wishes, ensuring that their assets are distributed according to their preferences after their passing.
Information that must be reported typically includes a list of assets (real estate, bank accounts, investments), liabilities (debts, mortgages), details of beneficiaries, and specific instructions for property distribution.
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