An Estate Planning Questionnaire – A Guide for Families
An estate planning questionnaire sounds like a tedious and difficult document-but it needn’t be. It can function as a guide for families through what’s typically an overwhelming process. Planning is the best approach to result in the estate-planning process as smooth as you possibly can.
You may wish to begin submitting this type of questionnaire ahead of utilizing an attorney-and after that your lawyer will help you with the finer points. Following is a help guide the sort of information you’ll need to gain access to or bring together with you once you speak to your attorney.
Personal Information. Many of this private information is straightforward and doesn’t require much digging or research.
Social security number Military service & serial number Divorce or past marriages Names, birthdates, addresses and marital status of children and grandchildren Prenuptial agreements Special needs Prepaid cemetery plots or funeral expenses
Financial Information. Spend some time …
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