estate planning questionnaire template

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state the names requested below exactly as you want them to appear in your will and other estate planning documents. ________________ is your spouse a citizen of the united states?_____________ if not, of what country is he/she a citizen? also state your best estimate of the value of each kind of property and who owns it (how you hold title). if it is a corporation, please indicate whether an “s election” is in force with respect to the federal taxation of the corporation._______________ __________________________________________________________ __________________________________________________________ __________________________________________________________ with respect to any such business, do you believe it would continue to operate successfully in the event of your permanent absence from it or the permanent absence of some other key person?

indicate whether you have insured against any of these obligations in the event of your death, or if the obligations do not survive your death. if you have minor children, you may designate in your will a guardian or guardians of the person and their estate in the event of your death and/or your spouse’s. describe or list here any facts or matters that do not seem to be covered by the other sections of this questionnaire and that you believe may be important for your estate planning attorney to know. have you signed any document indicating your wishes concerning the “heroic” or extraordinary measures to save your life in the event of a catastrophic illness or injury?

estate planning questionnaire. we use this questionnaire to get a general understanding of your situation so the answers to these questions may have an important impact on how you dispose of your property and the more the following questions do not require detailed responses. for example, shares in publicly traded , estate planning questionnaire and worksheets, estate planning questionnaire and worksheets, estate planning questionnaire (single person), estate planning client questionnaire, estate planning questionnaire — married.

estate planning questionnaire in addition to answering the following questions, please complete the the answers to the following questions will help us determine which estate planning vehicles will best allow you to should you have any questions while filling out the questionnaire, please contact our office at (301) 670-7030 and ask to , estate planning questions, will questionnaire worksheet, will questionnaire worksheet, estate planning checklist, estate planning workbook free

A estate planning questionnaire template Word can contain formatting, styles, boilerplate text, headers and footers, as well as autotext entries. It is important to define the document styles beforehand in the sample document as styles define the appearance of Word text elements throughout your document. You may design other styles and format such as estate planning questionnaire template pdf, estate planning questionnaire template powerpoint, estate planning questionnaire template form. When designing estate planning questionnaire template, you may add related content, estate planning questions, will questionnaire worksheet, estate planning checklist, estate planning workbook free. what are the basic estate planning documents? what questions should i ask my estate planning attorney?