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Estate Planning Questionnaire and Worksheets Florida  Form

Estate Planning Questionnaire and Worksheets Florida Form

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hello folks Bill o lry here coming to you in this video and uh what I'm going to talk about uh here is what's called an estate planning checklist so when you go about your estate planning a checklist for some things to uh consider and to pull together uh before I get started quick introduction Bill o is the name I'm an attorney I focus on estate planning elder law and probate those three areas uh here uh with my firm Legacy planning Law Group uh located in Jacksonville Florida so let's Jump Right In the first thing that you would want to uh sort of gather is an asset list so before you start thinking about you know beneficiaries errors in asset list and the clients I work with a lot of times it's a sort of an eye openening exercise oh I've got to sort of gather and Marshall the assets I didn't realize I had this or that or whatnot so get a list of the assets real estate Financial accounts um Vehicles that's sort of thing p

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Estate planning QUESTIONNAIRE Florida

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