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4.9 out of 5

39 votes

The document is an Estate Planning Questionnaire designed to gather personal, family, asset, liability, and beneficiary information from two spouses. It includes sections for detailing their financial status, including assets and liabilities, death benefits, and additional notes on estate planning documents. The questionnaire also seeks information for the preparation of wills, powers of attorney, and guardianship appointments for minor children.

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Versions	Form popularity	Fillable & printable
2021	4.9 Satisfied (39 Votes)
2017	4.2 Satisfied (55 Votes)

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