Time to Review Your Existing Estate Plan
Hello everyone, this is Robert Mansur and welcome to the Estate Plan Review questionnaire. Now, this is the questionnaire that you'd fill out if you are asking us to review an existing estate plan. So you have an existing will, existing living trust, healthcare documents, powers of attorney, all of that stuff. This is the questionnaire that you should be filling out. If you are coming to us to create an estate plan from scratch or the first time as an individual or a couple, you'd click on the get started page, which is at the very top of this page right here. Also, if you're just coming in for a general consultation, we are not reviewing your estate plan. There is a special form for that as well. But here is what you'd fill out if you have an existing plan that we are gonna be reviewing.
So on this page, just indicate your first and last name, any additional people if you're a married couple, the date of your consultation, which you would have worked out with my office in advance by calling us, how you learned about our office - If you could indicate that here, if somebody referred you your best address right here in the middle and best phone number, also right here, you'd indicate your best email. Now the email is helpful because we can reach you but also you will receive a copy of this completed questionnaire to the email that you provide. Now here is where we ask you what kind of documents do you have that we are gonna be reviewing. So remember, an estate plan is a collection of legal tools, legal documents, and some of those include a living trust, a last will and testament powers of attorney healthcare documents.
You might not even be sure what they are, so you can just indicate that here. Or if there's any other documents that we're gonna be reviewing, you can indicate those here as well as this field of course. Now this here, we ask about what is the general goal of this meeting? Is it that you wish to make changes? It's been too long since you reviewed the documents? You just want to check on the estate plan? You don't know what it says - you need some further explanation about it or you're not sure. You can just indicate that here so that we have a heads up as to what you hope to accomplish during our meeting. And that way we can focus the meeting. If there are any changes you wish to make, you can indicate them here as well as indicating any additional concerns you might have. Anything else you think we need to know? If you want to upload the documents, you can upload them here by clicking on the upload button or dragging and dropping them into this field. They will be automatically uploaded. If the files are too large, there are some free resources out there like "filemail.com" or "wetransfer.com" where you can, uh, send us a, uh, large amount of documents that are too large for the form to handle. But in most cases the form should be fine.
You can also just drop off the documents to our office or email the documents to us as well. Once you click on submit, you're gonna get a confirmation page you can print out and you will also receive a copy of all of your responses to the email that you've provided. Thank you so much for taking the time to fill out the questionnaire. We really appreciate the opportunity to, to assist you, and we look forward to our meeting. Take care.
Comments are closed.