Get Microsoft Powerpoint - Frs Estate Planning 90 Min 01.18.12.ppt Compatibility Mode

This guide provides a clear and supportive approach to filling out the Microsoft PowerPoint - FRS Estate Planning 90 Min 01.18.12.ppt Compatibility Mode online. By following these step-by-step instructions, users can effectively navigate the form and ensure they have completed all necessary sections.

Follow the steps to successfully complete the form.

1. Press the 'Get Form' button to access the form. This will allow you to open it in an editable online format.
2. Begin with the introductory section. Review the objectives of estate planning outlined in the document, assessing your current understanding.
3. Proceed to the 'Personal Action Plan' segment. Here, you can outline your specific action steps for estate planning and indicate which steps are complete.
4. Navigate to the section explaining 'What is an Estate?' Summarize your assets like property and insurance that constitute your estate.
5. In the upcoming sections, consider the estate planning tools available, such as wills and powers of attorney. Identify any existing documents you may have.
6. Complete fields regarding property transfer and guardian designations, ensuring to fill out the details for each designated individual.
7. Read through the discussion on life insurance and the steps outlined for determining your survivors' needs. Fill out the provided worksheets to calculate necessary figures.
8. Finally, review all sections to confirm accuracy, then save your changes, download the completed form, print it for your records, or share it with your estate planning advisor.

Get started on managing your estate planning effectively by filling out the required documents online today.