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Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets - Kentucky in the editor.
Begin by filling out your personal information, including your name, birth date, and principal residence. Ensure accuracy as this data is crucial for your estate planning.
Proceed to the spouse section if applicable. Enter their details such as name, date of birth, and social security number.
Next, list your children and grandchildren. Specify relationships like adopted or stepchildren to clarify family dynamics.
In the 'Who Will Benefit Under Will' section, detail beneficiaries' names, addresses, ages, and their relationship to you.
Complete the fiduciaries section by naming executors, trustees, and guardians along with their contact information.
Fill out financial information meticulously. Include assets like real estate, stocks, bonds, cash accounts, and any liabilities you may have.
Finally, review all entries for completeness before saving or sharing your document directly from our platform.
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Estate Planning Questionnaire Preparation Family Information. The contact information for you, or you and your spouse, as well as the names and dates of birth for any children you and/or you spouse may have. Successor Trustee/Personal Representative. Beneficiaries. Powers of Attorney. Assets Debts.
How to fill out an estate planning questionnaire?
Lets look at four documents that should be a part of every estate plan: a will, a revocable trust, an advance health care directive and a power of attorney. A will is the document everyone thinks of first when they are contemplating estate planning.
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Kentucky Inheritance and Estate Tax Forms and Instructions
To be able to pay your inheritance tax through the deferred payment plan in equal annual installments you must agree to the following terms and conditions: (1)
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