| |
 |  |
| |
Intake Form
ESTATE PLANNING QUESTIONNAIREPlease use this questionnaire to list all of your assets, your best estimate of their values and who or how they are owned. Please also list all primary or secondary beneficiaries for those assets where a beneficiary designation is in place, i.e. life insurance, retirement accounts, IRA accounts, annuities, DOD or TOD accounts. There is also some explanatory language regarding executors, trustees, trustee investment advisers, trustee removers, guardians for minor children and agents for property powers of attorney and health care powers of attorney. Click Here for the Estate Planning Questionnaire The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation. Copyright © 2008 by Bellatti, Fay, Bellatti & Beard. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. | |            |
|