Washington 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

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.

The Estate Planning Must-HavesWill/trust. Durable power of attorney. Beneficiary designations. Letter of intent.

The Estate Planning Must-HavesWill/trust.Durable power of attorney.Beneficiary designations.Letter of intent.Healthcare power of attorney.Guardianship designations.

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.

Washington Wills Principles Even today, the average cost of an attorney-prepared will in the United States is about $1,400.

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.

A comprehensive estate plan includes four estate planning documents. These documents include a will, a financial power of attorney, an advance care directive, and a living trust.

Estate Planning: Cost of WillsSimple Will (single person) $350.00. 2 Simple Wills (for married couple) $600.00. Trust Will with Minor Children (single person) $400.00. 2 Trust Wills with Minor Children (for married couple) $700.00.

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.

5 Essential Estate Planning DocumentsLast Will and Testament. This legal document is the foundation for a successful estate plan.Living Trust.Durable Power of Attorney (POA)Healthcare Power of Attorney (POA)Living Will.

More info

If yes, please furnish copies of the above agreements. E. TRUSTS. 1. Do you or any member of your family receive income from any trust? 2 ...11 pages If yes, please furnish copies of the above agreements. E. TRUSTS. 1. Do you or any member of your family receive income from any trust? 2 ... Probate often takes six months to a year to complete; a properly-worded revocable living trust can save your heirs the time and money of going through probate.We have provided our questionnaires that we give to every client so that you can fill them out at your own convenience in your own home. CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE. Please complete the following information as completely as you can so that we are able to advise you. 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: Washington ? Must include: Washington 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 ... Antonoplos & Associates Single Estate Planning Questionnaire. Please complete the attached estate planning questionnaire for single individuals. Those are the goals of estate planning and I look forward to meeting with you to help you accomplish that. To do so, it's important that I have complete and ...9 pages Those are the goals of estate planning and I look forward to meeting with you to help you accomplish that. To do so, it's important that I have complete and ... Located in Seattle, Ryan Swanson's Estate Planning & Probate attorneys would be happy to answerHow does this affect me as a Washington resident? USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS.Instructions for completing the Property Information checklist:.14 pages USING THIS ORGANIZER WILL ASSIST US IN DESIGNING AN ESTATE PLAN THAT MEETS YOUR GOALS.Instructions for completing the Property Information checklist:. Please provide the following information and bring this questionnaire to our initial meeting.Texas Washington Wisconsin (Alaska after spring 1998).

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Washington Estate Planning Questionnaire