The attached Estate Planning Questionnaire* is designed to help you organize your personal and financial information, to help us effectively assess your.

The purpose of this questionnaire is to provide a wide range of information about you and your family to ensure that you are properly advised regarding your ...

(You can either print this questionnaire and fill in by hand, or save the file to your computer, then tab to each entry below to fill in and save again.

Plan for the transfer and survival of a family business. Avoiding or reducing your estate taxes. Avoiding probate. Reduce administration costs at time of your ...

This questionnaire consists of questions that are related to your estate planning. It is designed to streamline the estate planning process by supplying ...

This is a general overview of your assets. Values should be approximate and are needed only to assist in your tax planning. IRA's / Pensions /. Retirement Plans ...

We ask that you complete as much of the Questionnaire as possible and bring it to your initial meeting. Not all questions may apply to your situation.

The information requested will assist us in helping you develop an appropriate estate plan. Please provide information that is as accurate and complete as ...

What to expect during your initial consultation: Completing this questionnaire will organize your relevant estate planning information for LifeGen. Law Group.

15) How is your Estate to be divided if you and your spouse/ common law partner and all your children and grandchildren die at the same time (e.g. in a common ...