Peter Harrison - Lawyer in Signal Mountain, TN 2025

1. Click ‘Get Form’ to open the Estate Planning Questionnaire in the editor.
2. Begin by entering the date at the top of the form. This is essential for tracking your submission.
3. In the 'Personal Information' section, fill out details for both spouses, including full legal names, addresses, and contact information. Ensure accuracy as this information is crucial for your estate planning.
4. Proceed to the 'Children' section. List each child’s name, date of birth, and any relevant details such as predeceased status. If you have more children than space allows, attach additional sheets.
5. Complete the 'Advisors' section by providing information about your financial and legal advisors. Include their contact details and recent communication dates to ensure they are up-to-date with your situation.
6. Continue through sections on income, business interests, real property, and qualified accounts. Be thorough in listing all assets and liabilities to provide a complete picture of your estate.
7. Finally, review all entries for accuracy before submitting the form. If you have questions or need assistance while filling it out, don’t hesitate to reach out for help.

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