Get the free Estate Planning Fact Finder - Partners Advantage

Agent: Phone: Email: Address: Combination Needs Questionnaire General Information Client Name: Age: Spouse Name: Gender: Name Shown on Reports: Version: Employer: Employer: Occupation: Occupation:

How to fill out estate planning fact finder

To fill out an estate planning fact finder, follow these steps:

1. Gather relevant information: Start by collecting important documents and information related to your estate, such as property deeds, insurance policies, bank account numbers, and beneficiary designations.
2. Personal details: Fill in your personal information, including your full name, address, date of birth, and Social Security number. If applicable, provide the same details for your spouse.
3. Family information: List the names, ages, and relationships of your immediate family members, including children, grandchildren, and any dependents.
4. Executor and trustee selection: Indicate who you would like to appoint as the executor of your estate and the trustee of any trusts you may have. Provide their contact information and discuss your wishes with them beforehand.
5. Asset inventory: Make a comprehensive list of your assets, including real estate, bank accounts, investments, retirement accounts, vehicles, jewelry, artwork, and any other valuable possessions. Include details such as account numbers, names of financial institutions, and approximate values.
6. Debts and liabilities: List any outstanding debts, loans, mortgages, or other financial obligations you have, including credit card balances, student loans, and medical bills.
7. Beneficiary designations: Indicate the beneficiaries for each of your assets, such as family members, friends, or charitable organizations. Be specific about their relationship to you and how you want the assets distributed among them.
8. Healthcare directives: State your wishes regarding medical treatments and end-of-life care, including the appointment of a healthcare power of attorney or living will.
9. Guardianship arrangements: If you have minor children, designate a guardian who will take care of them in the event of your death or incapacity.
10. Review and update regularly: Finally, ensure that you review and update your estate planning fact finder regularly to reflect any changes in your personal or financial situation.

Who needs an estate planning fact finder?

An estate planning fact finder is beneficial for anyone who wants to ensure their affairs are in order and their wishes are carried out after their passing. It is particularly helpful for individuals with substantial assets, blended families, complex family dynamics, or specific healthcare preferences. Regardless of your age or wealth, having an estate planning fact finder can provide peace of mind and help protect your loved ones.

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What is estate planning fact finder?

Estate planning fact finder is a questionnaire used to gather information regarding an individual's assets, liabilities, beneficiaries, and other important details for the purpose of creating an effective estate plan.

Who is required to file estate planning fact finder?

Individuals who are planning their estate or working with an attorney to create an estate plan are 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, one must provide accurate information about their assets, debts, beneficiaries, and any special instructions or wishes regarding their estate.

What is the purpose of estate planning fact finder?

The purpose of estate planning fact finder is to assist in the creation of a comprehensive estate plan that reflects an individual's wishes and ensures that their assets are distributed according to their wishes after their passing.

What information must be reported on estate planning fact finder?

Information such as assets (real estate, investments, personal property), debts (mortgages, loans), beneficiaries (family members, charities), and special instructions or wishes must be reported on estate planning fact finder.