♦ Any existing Wills and Codicils, Trusts, and other estate planning documents. ♦ Deeds for any real estate you own. ♦ Most recent statements from your bank and investment accounts.
This worksheet is a very important step in the estate planning process. By accurately completing this worksheet you will be providing me with much of the background information concerning your estate which will assist me in providing the highest level of service to you.
Before you create a will or an estate plan, you’ll need to determine what you want your estate plan to do. It is not a “one size fits all” process. This book is designed to help clarify your goals and organize your information so you will be better prepared to choose the proper estate planning tools. How do I want my property distributed?
Our office specializes in estate planning with an emphasis on revocable living trusts for individuals, couples, and families. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL. IF POSSIBLE, PLEASE COMPLETE THIS WORKSHEET PRIOR TO YOUR …
This worksheet is intended for single clients. If you are married, or if a domestic partner will be included in your estate plan, please request the appropriate estate planning worksheet from us.
Plan for the transfer and survival of a family business. Avoiding or reducing your estate taxes. Avoiding probate. Reduce administration costs at time of your death. Avoiding a guardianship in case of a disability.
Estate Planning Worksheet USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.
ESTATE PLANNING INFORMATION PACKET This packet is designed to assist your attorney in creating an estate plan that will best fit your desired estate distribution. All of the information in this worksheet will help determine what documents you need, and what documents you don’t need.
Thank you for contacting our firm about your estate planning. This worksheet can be helpful for organizing your thoughts about estate planning and for providing information to us about your family and estate.
Having a proper estate plan helps you to manage and preserve your assets during your lifetime and efficiently transfer assets to your intended beneficiaries at your death. The first step is learning what is important in developing an estate plan.
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