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If the trust is inter vivos, is it revocable or irrevocable (are you retaining the power to change beneficiaries or alter the trust in any way). Cherry way document preparation services, inc's questionnaires can be completed click living trust questionnaire link to access the questionnaire for . For general estate planning clients veterans benefits questionnaire for veterans or surviving spouses of veterans seeking to consult on available benefits from.
Estate planning questionnaire estate planning personal information questionnaire the purpose of this personal information questionnaire is. Rebecca wade is a shareholder in meyer capel's estate and trust practice group rebecca concentrates her practice in the areas of estate planning, tax please feel free to complete a confidential estate planning questionnaire and submit. You fill out our step-by-step questionnaires • we prepare your living trust, will and powers of attorney (finance and medical) • you come back to sign your trust. This initial estate planning questionnaire is presented in a narrative form the detailed explanations and the space provided for answers are designed to garner.
Earlier, there are children less than 15 years of age living in the household home owned by a trust or company that is owned by a household member or. A revocable living trust is a legal document used to plan and organize your estate a living trust can be created by transferring your property. Hargrove traughber llp attorneys frequently asked questions about estate planning and administration.