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Estate Planning Questionnaire and Worksheets Wyoming Form

Estate Planning Questionnaire and Worksheets Wyoming Form

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this is a financial adviser Patrick Monroe talking about estate planning worksheets in order to put together a good estate plan it's important to have the appropriate worksheets uh and interviewing tools that a financial planner uses to draw out the information required to put together an effective estate plan uh this FactFinder that I work with a lot of my clients uh we we cover on what their uh Holdings are uh bank accounts m uh in their principal residence as well as other real estate that forms their estate then we have to see if they have the appropriate documents to protect that estate that is to say a will a living trust a durable power of attorney if it's a married couple so that they can do for each other uh in matters of financial affairs and also a power of attorney for health it's very key that individuals have an umbrella liability policy as well to protect in in case of litigation because litigation and the possibility thereof is an important threa

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