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ESTATE PLANNING NEW CLIENT QUESTIONNAIRE Houghton Jones, A.P.C. Please choose one of the following. If you are single and have received this form in error, please contact our office at (775) 882-1777.
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Acct FAQ
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Estate planning involves determining how an individual's assets will be preserved, managed, and distributed after death. It also takes into account the management of an individual's properties and financial obligations in the event that they become incapacitated.
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Essentially, it is part of putting the house in order so that the things which need to happen at the time of death can proceed efficiently. It saves time and costs. The questionnaire is broken down into two principal sections: 1) personal information and 2) assets & liabilities.
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Your attorney may present you with an estate planning questionnaire to help you organize your information in a single document. They may also want to understand the value of your assets and where exactly you would like them to go. Answering the questionnaire can also: Help you compile necessary research.
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Estate planning goals and objectives that you might consider include: Provide financial security for your family. Ensure that your property is preserved and passed on to your beneficiaries. Avoid disputes among family members, business owners or with third parties (such as the IRS)
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This type of planning helps determine who can make decisions on your behalf, who takes care of your dependents, and how to avoid unnecessary taxes and waiting periods. Estate planning covers any decisions regarding money, property, medical care, dependent care, and other matters that can arise when a person dies.
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