Arizona 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

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

Regardless of the size of your current estate, you generally should have as a minimum four estate planning tools: a will, a durable power of attorney, a living will and a medical power of attorney.

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.

Four Ways to Avoid Probate in ArizonaEstablish a Trust.Title Property with Rights of Survivorship.Make Accounts Payable on Death or Transfer of Death.Provisions for Small Estates.

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.

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.

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.

Probate is required by Arizona law unless all of a decedent's assets are placed in trust or the decedent has listed beneficiaries for all their assets. However, Arizona has a more straightforward, streamlined probate process for smaller estates.

Failing to plan. Not discussing with family and friends. Naming just one Beneficiary. Forgetting about Power of Attorney or Healthcare Representatives.

Arizona has strict laws governing trusts and how they must be run. As a beneficiary, you are legally entitled to know the contents of the trust that you are appointed to receive as well, as you must be provided with up-to-date information regarding their values and any costs needed to maintain the items.

More info

Our Arizona estate planning checklist helps people prepare their estate prior to death. It also protects them if they become incapacitated or unable to ... Dispose of your property and the more complete the information is, the better we will be able to provide the best possible estate planning options for you.15 pages dispose of your property and the more complete the information is, the better we will be able to provide the best possible estate planning options for you.Determine your assets: include what you currently own, and how you expect those assets to gain in value (ex: bank accounts, IRA accounts, savings, real property ... Complete the Estate Planning Questionnaire. · You'll receive a complete copy of everything you've submitted, · You'll meet with an attorney to discuss everything ... State the names requested below exactly as you want them to appear in your will and other estate planning documents. Where the space on the form ... Put your trust in our Phoenix, Arizona-based law firm and get the experienced legal guidance you need. Call us at 602-548-3400 or complete our contact form. 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 ... ESTATE PLANNING QUESTIONNAIRE FOR: REFERRED BY: DATE OF 1ST MEETING: Please provide the following information and bring this questionnaire to our initial ... We will retain this document as part of your permanent file in our office, but be assured that all of the information you furnish is strictly confidential, and ... Fill out the form below. · Fill out your questionnaire ? it will ask you about the details of your desired Estate Plan. · Our attorney will draft your will, and ...

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Arizona Estate Planning Questionnaire