Estate Planning Questionnaire Online

More Than a Last Will. Itemize Your Inventory. Follow with Non-Physical Assets. Assemble a List of Debts. Make a Memberships List. Make Copies of Your Lists. Review Your Retirement Account. Update Your Insurance.

What will happen during an initial meeting with your office and how much will it cost? Are all of your fees flat fees? Does my planning fee include a regular review of my legal documents? Do you make sure my assets are titled in the right way and my business stays in compliance?

A Last Will and Testament. When it comes to estate planning, having a last will and testament is likely the first thing that will come to mind. A Document Granting Power of Attorney. An Advance Medical Directive. Revocable Living Trust.

Step 1: Create a checklist of important documents (and their locations) Step 2: List the names and contact information of key associates. Step 3: Catalog your digital asset inventory. Step 4: Ensure all documents are organized and accessible.

What Property Can Go in a Living Trust? Who Should Be My Trustee? Does a Living Trust Avoid Estate and Probate Taxes? What Are the Benefits of a Living Trust? What Are the Drawbacks of a Living Trust? Do I Still Need a Power of Attorney?

Creating an estate plan is a lot like getting into better shape. Step 1: Sign a will. Step 2: Name beneficiaries. Step 3: Dodge estate taxes. Step 4: Leave a letter. Step 5: Draw up a durable power of attorney. Step 6: Create an advance health care directive.

Fill out your attorney's intake questionnaire. Gather your financial documents. Bring copies of your current estate plan documents. Divorce agreements, premarital agreements, and other relevant contracts. Choose your executors and health care agents.

There are four main elements of an estate plan; these include a will, a living will and healthcare power of attorney, a financial power of attorney, and a trust.