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Estate Planning Questionnaire

West Virginia Estate Planning Questionnaire

Name: West Virginia Estate Planning Questionnaire
Brand: US Legal Forms
Rating: 4.6 (497 reviews)

Category:

Wills - Estate Planning

State:

Multi-State

Control #:

US-Q1014

Format:

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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How to fill out West Virginia Estate Planning Questionnaire?

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FAQ

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.

A small estate is for a decedent who left behind PROBATE personal assets not exceeding $50,000 in value, and/or PROBATE real property interests not exceeding $100,000 value. You may be asking what is a probate asset. When someone dies, their property is divided into one of two categories: probate or non-probate.

You might be able to avoid probate in West Virginia by:Establishing and funding a Revocable Living Trust.Titling property smartly: in Joint Tenancy.Creating assets/accounts that are structured as Transfer on Death (TOD) or Payable on Death (POD)

Is Probate Required in West Virginia? Yes, the settling of an estatewhether under the terms of a will or under default intestate rulesmust occur according to West Virginia law. In most cases, the deceased person's final wishes are stated in a will document with named heirs, transfers and assets.

This initial estate planning questionnaire is presented in a narrative form. The detailed explanations and the space provided for answers are designed to garner more complete and helpful information than would be afforded by merely filling in blanks.

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.

Excluding real estate, the probate estate is valued at $100,000 or less; or. The personal representative is the only beneficiary of the estate; or. The surviving spouse is the only beneficiary of the estate; or. All parties agree, and state that there are enough assets to pay debts and taxes.

A will must be filed with the court in North Carolina. State law allows for two years for the will to be entered into the court records. However, an heir may file sooner if the executor fails to file within 60 days of the death of the person.

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.

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.

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CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE for Unmarried Couples. Date: County: Street Address: City: St: Zip: Residence Phone: Business Phone: Cell Phone: ...11 pages CONFIDENTIAL ESTATE PLANNING QUESTIONNAIRE for Unmarried Couples. Date: County: Street Address: City: St: Zip: Residence Phone: Business Phone: Cell Phone: ... 1225 Martha Custis Drive, Suite 103, Alexandria, Virginia 22302 Phone: 703-820-3600 Fax: 703-820-8602. ESTATE PLANNING QUESTIONNAIRE. The information ...10 pages 1225 Martha Custis Drive, Suite 103, Alexandria, Virginia 22302 Phone: 703-820-3600 Fax: 703-820-8602. ESTATE PLANNING QUESTIONNAIRE. The information ...When a loved one dies in WV, his property, including any rights to a wrongful deathcan help you find a lawyer who focuses on estate planning and wills. General Practice Law Firm: Wills, trusts, tax, estate & business planning,in court for most matters in Western and Central Virginia including the ... Work with the leading trust and estate firm in West Virginia. Call a West Virginia estate planning lawyer at Wooton, Davis, Hussell & Johnson, PLLC for a ... List individuals names here. Use the "+" sign to add as many rows as needed.FOR SPOUSE: Any property not listed on the memorandum should be distributed to:. Please provide information on any other beneficiaries. Please provide full legal name, relationship to you, address, and how you would like to benefit the ... And been directed to complete an Estate Planning or Divorce Questionnaire, please complete the appropriate Questionnaire listed below ? as instructed by one of ... A complete estate plan begins with a last will and testament,you may begin the estate planning process by completing our online questionnaire.

West Virginia Estate Planning Questionnaire

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