Get K:formep-p&fep Info Form 3.wpd - Pasternak And Fidis, P.c.

This guide provides clear instructions for completing the K:FORMEp-p&fEP INFO FORM 3.wpd developed by Pasternak And Fidis, P.C. By following these steps, you can efficiently gather the necessary information for your initial estate planning meeting.

Follow the steps to complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred online editor.
2. Begin by entering your full name in the designated field. Include any other names you have used in the corresponding section.
3. Fill in your home address, ensuring you include the county, home phone number, and home email address accurately.
4. Provide your cell phone number, occupation, and employer details. Complete the sections on your business phone number and email as well.
5. Input your date and place of birth along with your citizenship status and Social Security number. If applicable, note the location of any safe deposit box.
6. Document information about your children and any deceased children, indicating adopted status if relevant, and provide their names, nicknames, dates of birth, places of birth, and Social Security numbers.
7. List your spouse's name and include details on any children your spouse may have from previous relationships, if any.
8. Detail your accountant, insurance agent, broker/investment advisor, and financial planner information.
9. If applicable, disclose details regarding prior marriages including the former spouse’s name, marriage date, place, and how the marriage was terminated.
10. Outline any obligations such as child support or alimony. Indicate if you have signed any marital or property settlement agreements.
11. Provide names and addresses of individuals or organizations you wish to name as beneficiaries of your estate. Include any dependents who rely on you for support.
12. Mention if you are named as a beneficiary of any trusts or wills, and provide any necessary documentation.
13. Complete the asset schedule by listing real properties, their values, mortgages, and year acquired along with financial accounts, securities, and insurance details.
14. Describe any special bequests you wish to make, detailing the item and the person designated to receive it.
15. Review your entries for accuracy, then choose to save your changes, and options to download, print, or share the completed form.

Start filling out your K:FORMEp-p&fEP INFO FORM 3.wpd online today!