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Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets - Oregon in the editor.
Begin by filling out the 'Personal Information' section. Enter your name, birth date, principal residence, and any other domicile details. Be sure to include your marital status and information about prior marriages if applicable.
Proceed to the 'Spouse' section. Input your spouse's name, date of birth, social security number, and marriage details. If legally separated, provide that information as well.
In the 'Children and Grandchildren' section, list each child or grandchild along with their birth dates and relationships. Specify if any are adopted or from prior marriages.
Complete the 'Who Will Benefit Under Will' section by detailing beneficiaries' names, addresses, ages, and their relationship to you.
Fill out the 'Fiduciaries' section with names and addresses of executors, trustees, and guardians.
Continue through financial sections detailing assets like real estate, stocks, bonds, cash accounts, life insurance policies, and liabilities. Ensure all values are current for accuracy.
Finally, review your entries for completeness before saving or sharing your document using our platform’s features.

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What are the 7 steps in the estate planning process?

Estate Plan Drafting The cost of creating a will in Oregon can range from approximately $250 to $1000, while a trust typically costs anywhere between $900 and $3450. At Snug, any member can create a Power of Attorney and Health Care Directive for free. A Will costs $195 and a Trust costs $500.

What is the 5x5 rule in estate planning?

The 5 x 5 rule is a provision in trust law that allows a beneficiary to withdraw the greater of $5,000 or 5 percent of the trusts assets annually. It helps maintain flexibility for beneficiaries while preserving the long-term value of the trust.

How to fill out an estate planning questionnaire?

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.

What is the 5 by 5 rule in estate planning?

Essentially, it is part of putting the house in order so that the things which need to happen at the time of death can proceed efficiently. It saves time and costs. The questionnaire is broken down into two principal sections: 1) personal information and 2) assets liabilities.

What is an estate questionnaire?

Many advisors and attorneys recommend a $100K minimum net worth for a living trust. However, there are other factors to consider depending on your personal situation. What is your age, marital status, and earning potential?

sample probate inventory list pdf

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