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Estate Planning Questionnaire
It is important for your convenience to create an estate planning questionnaire to collect information about potential clients' assets and debts. Use the free estate planning questionnaire template to create an estate plan, customize it according to your needs, and collect the necessary information!How to use this estate planning questionnaire
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What is an estate planning questionnaire?
An estate planning questionnaire is important for architects, engineers, and many businesses to gain insight into the client's current situation, goals, and priorities. The questionnaire includes questions about the client's current assets and liabilities, including real estate or other property owned by the client, as well as investments and other financial assets or liabilities.
In addition to financial information, the questionnaire may also ask about the client's family situation, including any children or other dependents, and any special wishes or instructions they have for the care of these dependents after they leave. The survey results can be used to advise the client and help them create an estate plan that meets their needs and aligns with their goals.