Get the free Estate Planning Fact Finder

This document serves as a comprehensive fact finder to assist individuals in gathering essential information related to estate planning, including personal information, income details, asset evaluation, insurance considerations, and estate planning goals. It is structured to facilitate discussions with life insurance producers regarding clients\' estates and future plans.

How to fill out estate planning fact finder

How to fill out estate planning fact finder

1. Gather personal information including your name, address, date of birth, and marital status.
2. List all family members and their contact information.
3. Document your financial assets, including bank accounts, real estate, investments, and business interests.
4. Include debts and liabilities such as mortgages, loans, and credit card debts.
5. Detail your healthcare preferences and designate a healthcare proxy if applicable.
6. Specify your wishes for your estate distribution, including any special bequests.
7. Consider any ongoing responsibilities such as guardianship of minor children or care for pets.
8. Review existing wills, trusts, or other legal documents related to estate planning.
9. Provide any additional notes or instructions that may be relevant to your estate planning.

Who needs estate planning fact finder?

1. Individuals with significant assets or property.
2. Parents with minor children who need guardianship arrangements.
3. Couples who want to ensure their partner is taken care of after one passes.
4. Anyone looking to minimize estate taxes and ensure a smooth transfer of their estate.
5. Business owners who need to plan for the succession of their business.
6. Individuals with specific wishes for healthcare decisions in case of incapacity.

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What is estate planning fact finder?

An estate planning fact finder is a document that gathers essential information about an individual's financial situation, assets, liabilities, and wishes for the distribution of their estate after death.

Who is required to file estate planning fact finder?

Individuals who are in the process of creating an estate plan or updating their existing estate plan are generally required to fill out an estate planning fact finder.

How to fill out estate planning fact finder?

To fill out an estate planning fact finder, an individual should provide detailed information regarding their assets, debts, beneficiaries, and specific wishes for healthcare decisions and asset distribution.

What is the purpose of estate planning fact finder?

The purpose of an estate planning fact finder is to collect comprehensive information that can assist estate planners or attorneys in creating a sound and personalized estate plan.

What information must be reported on estate planning fact finder?

Information that must be reported includes details about assets (property, investments), debts (loans, mortgages), beneficiaries (family, friends), and specific instructions or wishes regarding healthcare and estate distribution.