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THE STATE BAR OF CALIFORNIA BOARD OF LEGAL SPECIALIZATION Area of Specialty: ESTATE PLANNING, TRUST AND PROBATE LAW LEGAL SPECIALIST EXAMINATION Registration & Preparation Packet Examination Date:
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What is estate planning prep packet?
The estate planning prep packet is a set of documents that helps individuals organize and prepare their estate plan.
Who is required to file estate planning prep packet?
Individuals who want to create or update their estate plan are required to fill out the estate planning prep packet.
How to fill out estate planning prep packet?
To fill out the estate planning prep packet, individuals should gather information about their assets, liabilities, beneficiaries, and wishes for distribution of their estate.
What is the purpose of estate planning prep packet?
The purpose of the estate planning prep packet is to help individuals create a comprehensive estate plan that reflects their wishes and ensures their assets are distributed according to their desires.
What information must be reported on estate planning prep packet?
The estate planning prep packet typically includes information about assets, debts, beneficiaries, guardians for minor children, and any specific wishes for distribution of assets.
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