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Estate Planning Questionnaire and Worksheets North Carolina Form

Estate Planning Questionnaire and Worksheets North Carolina Form

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hi i'm dave freeze if you're here you're probably asking yourself the question why do i have to fill out an estate planning questionnaire in order to get my will and trust and durable power of attorney well there are a number of reasons if we don't ask you all of the right questions we may do documents that look perfectly acceptable on the face of them but if you have for example an ira or a 401k or a stock account with one or more people as the beneficiaries they might be getting that asset even though the document the will or the trust says it's supposed to go somewhere else so one we need to ask you what assets do you own and are there any beneficiaries because we want to make sure that the documents and your overall estate planning is lined up with what it is that you want to achieve another important reason for asking you not only what kind of assets do you hold and who are the beneficiaries you'll find that lawyers who really know w

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