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Click ‘Get Form’ to open the planning questionnaire otis in the editor.
Begin with Part One: Personal Information. Fill in your name, date of birth, and contact details. Ensure all names are spelled correctly for accuracy.
Proceed to provide information about your health status and any major surgeries. This section is crucial for understanding your estate planning needs.
In the Children and Family section, list each child's details including their names, dates of birth, and any concerns regarding their financial management.
Move on to Part Two: Financial Information. Here, detail your bank accounts, stocks, real estate holdings, and other assets. Be as specific as possible regarding account types and values.
Review all sections thoroughly before saving or exporting the completed form. Make sure no fields are left blank unless you are unsure.

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