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Estate Planning Questionnaire Lawton Legacy Planning, PLLC Estate and Trust Planning and AdministrationThis questionnaire is a tool designed to help you take stock of your assets and define your estate
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Gather all relevant information including personal details, assets, liabilities, and beneficiaries.
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Review and understand the questions on the estate planning questionnaire.
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Fill out each section carefully and accurately.
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Review the completed questionnaire for accuracy and completeness before submitting.

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Anyone who wants to ensure their assets are distributed according to their wishes.
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Individuals with significant assets or complex family situations may benefit from filling out an estate planning questionnaire.
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The estate planning questionnaire is a document used to gather information about an individual's assets, liabilities, and wishes for the distribution of their property upon their death.
Any individual who wishes to create an estate plan or update their existing plan may be required to fill out an estate planning questionnaire.
To fill out the estate planning questionnaire, individuals must provide details about their assets, liabilities, beneficiaries, and any specific instructions or wishes for their estate.
The purpose of the estate planning questionnaire is to help individuals organize their financial affairs and communicate their wishes for the distribution of their property after their death.
Information such as assets, liabilities, beneficiaries, and specific instructions for the distribution of the estate must be reported on the estate planning questionnaire.
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