Maine Estate Planning Questionnaire

State:
Multi-State
Control #:
US-Q1014
Format:
Word; 
Rich Text
Instant download

Description

This form addresses important considerations that may effect the legal rights and obligations of the parties in an estate planning matter, such as wills, trusts, healthcare documents, deeds, and more. This questionnaire enables those seeking legal help to effectively identify and prepare their issues and problems. Thorough advance preparation enhances the attorneys case evaluation and can significantly reduce costs associated with case preparation.



This questionnaire may also be used by an attorney as an important information gathering and issue identification tool when forming an attorney-client relationship with a new client. This form helps ensure thorough case preparation and effective evaluation of a new clients needs. It may be used by an attorney or new client to save on attorney fees related to initial interviews.


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FAQ

Estate planning in simple terms refers to the passing assets / investments down from one generation to another. You decide how much of your estate be it property(s), car(s), personal accolades, financial investments, etc. you want to pass on to whom and how, after your demise.

The Estate Planning Process: 6 Steps to TakeCREATE AN INVENTORY OF WHAT YOU OWN AND WHAT YOU OWE.DEVELOP A CONTINGENCY PLAN.PROVIDE FOR CHILDREN AND DEPENDENTS.PROTECT YOUR ASSETS.DOCUMENT YOUR WISHES.APPOINT FIDUCIARIES.

The attached Estate Planning Questionnaire is designed to help you organize your personal and financial information, to help us effectively assess your goals and circumstances, and to enable us to recommend an estate plan that will work for you and your family.

Wills, Trusts & Estate. Planning Team. The attached Estate Planning Questionnaire is designed to help you organize your personal and financial information, to help us effectively assess your goals and circumstances, and to enable us to recommend an estate plan that will work for you and your family.

At Stein Sperling, we have three primary goals in helping clients with estate planning: protecting assets through life and for future generations; minimizing negative tax consequences through the architecture of a careful plan; and planning for disability and death.

Five of the Most Common Estate Planning Questions AnsweredWhat is the difference between a will and a trust? Wills and trusts have some similarities.What is Power of Attorney?Do I need to create a medical directive?When should I make updates to my estate plan?I'm worried my family will contest my will.

What are the Basic Elements of an Estate Planat Any Age? Last Will & Testament. Your Will governs the distribution of assets which are solely in your name, through the legal process known as probate. Durable Power of Attorney. Advance Health Care Directive.

Having worked with clients to develop estate plans, there are some common basic goals that are considered. This includes providing for loved ones, mitigating or avoiding probate, minimizing taxes, providing for the orderly distribution and stewardship of assets, protecting assets, and planning for incapacity.

A will must be filed with the court in North Carolina. State law allows for two years for the will to be entered into the court records. However, an heir may file sooner if the executor fails to file within 60 days of the death of the person.

This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks.

More info

We have 32 Maine Estate Planning Questions & Answers - Ask Lawyers for Free - JustiaA properly drafted trust will cover the possibility of your brother ... Use the "+" sign to add as many rows as needed.Persons to Act For YouIf you have any children under the age of 18, list in order of preference who you ...Estate Planning Questionnaire 1 Please complete prior to your appointment. If not sure, leave blank. Print clearly. Attach copy of current wills, trusts, Power ... Proper trust planning requires consideration of many questions such as: How much control should the trust beneficiary have over the trust assets? At what age ... In the Uniform Probate Code, the term will seems to be more defined by the signing or will-making formalities. Estate planning lawyers are trained to make sure ... Brunswick, Maine 04011. -1-. ESTATE PLANNING MEMORANDUM. Estate planning is more than simply signing a will. It is your comprehensive plan for the.5 pages Brunswick, Maine 04011. -1-. ESTATE PLANNING MEMORANDUM. Estate planning is more than simply signing a will. It is your comprehensive plan for the. Please enter a number from 1 to 100. Occupation/Employer. Business Address. Street Address Address Line ... Below are some questionnaires which we would ask you to fill out prior to meeting with one of our attorneys. Estate Planning Questionnaire · Estate ... In fact, estate planning is for everyone. After you call the Maine Elder Law Firm and schedule an initial consultation, we send you a brief questionnaire to ... This guide has the information you need to know if you're starting to think about estate planning in Maine. If you're planning your estate or ...

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Maine Estate Planning Questionnaire