Get Estate Planning Questionnaire Singledocx

Completing the Estate Planning Questionnaire Singledocx is an essential step in ensuring your estate planning needs are met. This guide provides clear and supportive instructions for filling out the form online, helping you to understand each section and field.

Follow the steps to complete the questionnaire accurately.

1. Click ‘Get Form’ button to acquire the form and open it in your chosen online editor.
2. Begin with the 'Personal Data' section. Fill in your full name, street address, city, state, and zip code. Ensure that all names are written clearly and in full legal format.
3. Continue by providing your birth date, social security number, and indicate if you are a U.S. citizen. Fill in your annual income and, if applicable, the date your spouse passed away.
4. In the 'Referral' section, provide the name and address of the individual who referred you to this office, and answer whether you have visited the firm's website.
5. Complete the 'Children' section by listing all of your children’s full legal names, addresses, phone numbers, and dates of birth. Indicate if all children are in good health and answer the questions related to their well-being.
6. In the 'Dispositive Intentions' section, answer questions regarding your wishes for distributing your estate among children and grandchildren, if applicable. Detail any specific amounts or age distributions for the beneficiaries.
7. Fill out the 'Executor', 'Trustee', and 'Guardian' sections, specifying your first and second choices for each role.
8. Proceed to the 'Advance Medical Directive' section, indicating your preferences for medical care and naming your proposed health care agents.
9. In the 'Power of Attorney' section, provide names and addresses for your proposed financial agents.
10. Complete the 'Monthly Income' section by listing all sources of income, ensuring accuracy for your total monthly income.
11. In the 'Miscellaneous' section, answer questions about legal issues, the location of important papers, and any gifts made over the annual limit.
12. Fill out the 'Asset Summary' section, providing documentation for all listed assets and liabilities, ensuring thoroughness.
13. Provide property information, including details on your personal residence and any other real estate owned.
14. Finally, review the certification statement, date it, and sign to confirm that all provided information is accurate.
15. Once you have completed the form, ensure to save your changes, then download, print, or share the document as needed.

Start filling out your documents online today!