This Estate Planning Questionnaire and Worksheet is for completing information relevant to an estate. It contains questions for personal and financial information. You may use this form for client interviews. It is also ideal for a person to complete to view their overall financial situation for estate planning purposes.
Utah Estate Planning Questionnaire and Worksheets
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How to fill out Utah Estate Planning Questionnaire And Worksheets?
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A will may be a relatively simple document that sets forth your wishes regarding the distribution of property; it may also include instructions regarding the care of minor children. An estate plan goes much further than a will.
While a Will governs the distribution of assets, it does not exempt assets administered under its authority from the probate process. However, a Utah Living Trust will fully govern and administer any assets held under its name, exempting Trust assets from probate.
Lay out Your Assets & Think About Final Wishes. Consider Your Digital Assets. Gather Documents Needed for Will Preparation. Choose Your Executor & Beneficiaries. Nominate Guardians. Sign Your Will. Store Your Will. Update or Amend Your Will.
This questionnaire provides for the preparation of your Will. Each individual should complete a questionnaire even if a husband and wife are both making Wills. GLOSSARY OF TERMS. BENEFICIARY: Any individual(s), church or organization chosen to receive your assets after death.
Will/trust. Durable power of attorney. Beneficiary designations. Letter of intent. Healthcare power of attorney. Guardianship designations.
Bank accounts. Brokerage or investment accounts. Retirement accounts and pension plans. A life insurance policy.
A living trust, specifically a revocable living trust, is a legal document that places your assetsinvestments, bank accounts, real estate, vehicles and valuable personal propertyin trust for your benefit during your lifetime, and spells out where you'd like these things to go upon your death.
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 Do You Hope To Achieve With A Will? What Is Your Family Situation? What Assets Do You Own? Where Do You Want Your Assets To Be Distributed? Who Will Be Responsible For Your Estate?