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ESTATE PLANNING QUESTIONNAIRESECTION 1 1 (a)FAMILY INFORMATIONPERSONAL Informational Preprimary Phone NumberPresent AddressEmail Addressable of Birthplace of BirthCitizenship other than CanadaOccupationEmployerDo
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How to fill out estate planning questionnaire section

01
Gather all relevant information including your assets, liabilities, and important contacts.
02
Review the questionnaire thoroughly before starting to ensure you understand each section.
03
Provide accurate and detailed information for each question to help with the estate planning process.
04
If you are unsure about a question, seek guidance from a legal professional or financial advisor.
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Double-check your answers for accuracy before submitting the completed questionnaire.

Who needs estate planning questionnaire section?

01
Anyone who wants to ensure their assets are distributed according to their wishes after they pass away.
02
Individuals who want to designate beneficiaries for their assets and make decisions about their medical care in case they become incapacitated.
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Estate planning questionnaire section is a section of a legal document that gathers information about an individual's personal and financial affairs to ensure proper distribution of assets upon death.
Individuals who wish to create a comprehensive estate plan are required to fill out the estate planning questionnaire section.
To fill out the estate planning questionnaire section, individuals must provide accurate and detailed information about their assets, beneficiaries, healthcare wishes, and other important details related to their estate.
The purpose of the estate planning questionnaire section is to help individuals organize their affairs, clarify their wishes for their estate, and ensure that their assets are distributed according to their desires.
Information that may be reported on the estate planning questionnaire section includes assets such as real estate, investments, retirement accounts, life insurance policies, and any debts or liabilities.
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