♦ 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.
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 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.
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. OVERVIEW An estate plan is the process and documents that express what should happen to a persons assets (valuable things owned) after they pass away. It commonly includes 1) Last Will & Testament, 2) Durable Power of Attorney, and 3) Advance Health Care Directive.
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.
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 conservatorship (“living probate”) in case of a disability. Avoiding will contests or other disputes upon death. Protecting assets from lawsuits or creditors.
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.
Estate Planning Worksheet LEGACY LAW GROUP Providing Estate Planning & Probate Services to Help You Protect What Matters Most. USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR NEEDS AND GOALS. ALL INFORMATION PROVIDED IS STRICTLY CONFIDENTIAL.
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