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Kate SmithThompson Attorney At Law KST Law, PLLC kate@kstlawmn.comEstate Planning Intake Form Instructions. Your answers to these questions will form the basis for my initial advice regarding your
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How to fill out estate planning intake form

01
Begin by filling out your personal information including name, address, phone number, and email.
02
Provide details about your assets including bank accounts, real estate, investments, and any valuable possessions.
03
Specify your beneficiaries who will receive your assets after you pass away.
04
Be sure to include any specific wishes you have regarding your assets or medical care.
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Review the form carefully before submitting it to ensure all information is accurate and complete.

Who needs estate planning intake form?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Those who want to specify their beneficiaries and any specific instructions for their estate and medical care.
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An estate planning intake form is a document used to collect essential information from individuals or families regarding their assets, liabilities, and wishes for the distribution of their estate after death.
Individuals who seek to create a will, trust, or other estate planning documents are required to fill out an estate planning intake form to provide their attorney with necessary information.
To fill out an estate planning intake form, individuals should provide accurate information about their assets, debts, family structure, specific wishes for asset distribution, and any other relevant details as prompted by the form.
The purpose of an estate planning intake form is to gather comprehensive information that helps estate planning professionals understand a client’s financial situation and intentions for their estate.
The information that must be reported on an estate planning intake form typically includes personal details, a list of assets and liabilities, beneficiaries, any specific wishes or instructions regarding the estate, and information about any prior estate planning documents.
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