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ESTATE PLANNING INFORMATION *Please complete this form and bring it to your consultation. PART ONE PERSONAL INFORMATION Client Full Name ___ Suffix___ Date of Birth ___ SSN ___ How do you sign your
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How to fill out estate planning client consultation

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How to fill out estate planning client consultation

01
Gather all necessary documents such as identification, financial records, and any existing estate planning documents.
02
Schedule a meeting with the client to discuss their goals, assets, and family dynamics.
03
Review the client's current financial and estate planning situation.
04
Determine the client's estate planning needs and goals.
05
Create a customized estate plan based on the client's needs and goals.
06
Review the estate plan with the client and make any necessary revisions.
07
Execute the estate planning documents and ensure they are properly signed and witnessed.
08
Provide the client with copies of all estate planning documents and keep a copy for your records.

Who needs estate planning client consultation?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals with significant assets or complex family situations.
03
People who want to minimize estate taxes and avoid probate.
04
Parents who want to designate guardians for their minor children.
05
Business owners who want to plan for the future of their company.
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Estate planning client consultation is a meeting between a client and an estate planning professional where the client's financial situation, goals, and wishes for asset distribution after death are discussed to create an effective estate plan.
Typically, individuals who wish to create or update their estate plans will require an estate planning client consultation, including those with significant assets, dependents, or specific wishes regarding healthcare or asset distribution.
To fill out an estate planning client consultation, the client should gather necessary personal and financial information, including income, assets, liabilities, and any existing estate planning documents, and provide this information to the estate planning professional.
The purpose of an estate planning client consultation is to assess the client's financial situation, understand their goals, and develop a tailored estate plan that ensures their wishes are carried out and minimizes tax implications.
Information that must be reported includes personal details (name, age, marital status), a list of assets and liabilities, beneficiaries, existing wills or trusts, and any specific instructions for asset distribution.
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