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Questionnaire - Estate Planning Revised docx 2025

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The document is a personal confidential estate planning questionnaire provided by Cross Law Group, PC. It aims to assist individuals in inventorying their assets and identifying beneficiaries for inheritance. The questionnaire covers family information, personal questions, estate planning objectives, details about various asset types (bank accounts, real estate, vehicles, retirement accounts, etc.), and preferences for executors, guardians for minor children, powers of attorney, potential beneficiaries, special gifts, and personal advisors.

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Versions	Form popularity	Fillable & printable
2019	4.9 Satisfied (42 Votes)

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