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Get Estate Planning Personal Information Form
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How to fill out the estate planning personal information form online
Completing the estate planning personal information form online is a crucial step in organizing your estate plan. This guide provides clear, step-by-step instructions to help you fill out the form accurately and efficiently.
Follow the steps to complete the form correctly.
- Click the ‘Get Form’ button to obtain the form, then open it in the online editor.
- Enter your full legal name in the designated field. This should be the name most often used to title your property and accounts.
- If applicable, fill in any other names you are known by under the 'Also known as' section.
- Specify what name you prefer to be called in the field provided.
- Input your birth date in the appropriate space, ensuring the format aligns with the instructions given.
- Fill in your home address, including city, state, county, and zip code.
- Provide your social security number and indicate whether you are a US citizen.
- List your home and business telephone numbers, employer details, and position.
- Include your business address and email address. You may also check the box to allow communication via your email.
- Indicate your marital status by checking the appropriate box (single, divorced, widowed).
- List your children and other family members with their full legal names, birth dates, and relationships to you, providing comments if necessary.
- Fill in details of your advisors, including personal attorney, accountant, financial advisor, and life insurance agent.
- Use the rating scale to indicate your level of concern regarding various estate planning issues.
- Complete important family questions by checking 'Yes' or 'No' for each question and providing necessary descriptions.
- Proceed to fill out the property information checklist, listing all owned property under the relevant categories.
- Summarize the values of your assets by completing the summary section, including all pertinent details.
- Fill out the persons to act for you section, specifying guardians for minor children and trustees.
- Address any additional relevant concerns and informational requests.
- Finally, review the form for accuracy, save your changes, download a copy, print it, or share it as needed.
Start completing your estate planning personal information form online today to ensure your wishes are respected.
The major disadvantages that are associated with trusts are their perceived irrevocability, the loss of control over assets that are put into trust and their costs. In fact trusts can be made revocable, but this generally has negative consequences in respect of tax, estate duty, asset protection and stamp duty.