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Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets - Missouri 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.
Next, move 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 relationship to you. Specify if any are adopted or from prior marriages.
Proceed to the Who Will Benefit Under Will section. Clearly outline who will inherit your assets by providing their names, addresses, ages, and relationship to you.
Complete the Fiduciaries section by designating executors, trustees, and guardians for your children. Include their names and addresses.
Fill out the Financial Information sections thoroughly. Document all real estate holdings, stocks, bonds, cash accounts, life insurance policies, and any liabilities you may have.
Finally, review all entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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How much does an estate have to be worth to go to probate in Missouri?

A: The three main priorities of an estate plan are to ensure that your assets are distributed in the way you prefer, that someone else has the authority to make decisions on your behalf if you are unable to do so, and that your beneficiaries are clearly defined.

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?

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 are the four foundational documents of an estate plan?

A: While there are many different ways to approach estate planning, the four foundational documents were focusing on here are wills, trusts, advance directives, and powers of attorney.