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Below are some questionnaires which we would ask you to fill out prior to meeting with one of our attorneys. Estate Planning Questionnaire · Estate ... A complete estate plan begins with a last will and testament,you may begin the estate planning process by completing our online questionnaire.Max. file size: 500 MB. If married, have you and your spouse signed a pre- or post-marriage contract?Please upload a copy of the file below. Max. file size: ... Estate Planning Checklist for New and Expecting Parents · Draft a Will · Update Beneficiaries · Get Life Insurance · Set-Up a Family Trust · Obtain Limited Power of ... Estate planning helps relieve a burden after a family member passes.We ask our clients to complete an estate planning questionnaire prior to meeting ... Set up a payable-on-death account at your bank and deposit funds into it to cover your funeral-related expenses. Make your wishes known regarding organ donation ... After completing the checklist above, here are the next items of importance when planning your will. Name someone to take all remaining property. If you have ... Estate Planning & Elder Law Questionnaire · Personal Information · Full Name. First Middle Last Suffix · Preferred Name. Preferred. If you prefer to be called ... Documents. After completing the first two sections, to the extent you are uncertain about titling or ownership of real estate, it would be best to review the ...26 pagesMissing: Indiana ? Must include: Indiana
Documents. After completing the first two sections, to the extent you are uncertain about titling or ownership of real estate, it would be best to review the ... How to use this form: This Estate Planning Questionnaire asks the questions we need to design your Estate Plan. There are a lot of questions.
