Estate planning information sheet

ESTATE PLAN INFORMATION. The following is the information we will need in order to plan your estate. You may not be able to answer the questions at the end.

The receiving of this document does not constitute an attorney. The Roles in a Will, Testamentary Trust and Enduring Power of Attorney. Estate Planning Information Sheet. There are a number of technical terms.

Mar Being prepared is always a wise choice. Having a basic estate plan in place can save your family from having to make impossible decisions. An estate plan, including a last will and testament, protects your family and. To get you starte though, read the rest of this Cheat Sheet and maybe check out.

Please complete as much of this form as possible prior to your appointment. We understand that you may not be. Go to idiotsguides.

Use this checklist to remember the important parts of making an estate plan. This is not a legally binding document, but gives valuable information and. The purpose of this questionnaire. Your lawyer will use the information you.

How to get started on your plan. This guide is provided for educational purposes only and is not intended to be legal or tax advice. Use our Asset Inventory worksheet for a consolidated view of all the important details about your estate. Draft your estate plan.

What are your general goals for your estate on your death (please rank). Support Surviving Spouse. Below you will find sample estate planning forms like wills, power of attorney, and.

This checklist will help you organize your personal and financial information. Attach an additional sheet if needed. Your estate planning documents will be essential in the settling of your estate.

For different estate planning documents you will need to gather different types of information. Important Document Cheat Sheet : Five Tips To Get You Started. For married couples, a simple will leaves the estate to the survivor at the first. Family Information.

Please check the estate planning issue(s) listed below that concern you. The information you provide will be used by the legal services staff, including supervisory attorneys, to assign an attorney to you, prepare estate - planning. They are a will or trust, power of attorney for assets, power of attorney for healthcare, an asset information sheet.

Call us to find out how to get these important. These brief notes are for your general information.

They are not a complete guide to the subject and cannot take account of your own particular circumstances. Are there any factors: family, health, financial or otherwise that you want us to consider in preparing your estate plan ? Property Inventory - Simple spreadsheet to collect basic information about your. CLIENT Testimonial. Our family had the good fortune to find Scott Bloom.

He was invaluable helping us set up our. Will, Powers of Attorney and other estate planning documents that reflect your. A Fact Sheet has been prepared with some further information.

Date of Birth: US Citizen: Yes (___) No (___).