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Estate Planning Questionnaire and Worksheets Oklahoma Form

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Estate Planning Questionnaire and Worksheets Oklahoma Form

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why do I ask my clients to fill out an estate planning questionnaire because it gets them started thinking estate planning like I've said is very overwhelming if you've never done it before or even thought about it and so before I meet with somebody for the first time I would like them to they don't have to because I'm going to go over it anyway but I would like them to complete an estate planning questionnaire that we have available and once they do that I think they start to have a better understanding of what they actually own which can be a relief what they owe which can not be fun but at least you know what it is and then you can start thinking about how to protect yourself where you want your assets to go and what you want to happen to you and to your family if something were to happen or you were to pass away so just get started like I always say

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