Free Estate Planning Fact Finder Forms
May 4th, 2010
The Living Trust Network is pleased to announce the release of our Estate-Planning Fact Finder Forms for use in creating your own estate plan. These Fact Finder Forms can be found in our “My Plan” section, which is accessible to all members and guests. Registration is not needed to use these forms.
Our Fact Finder Forms have been developed with several objectives in mind, namely:
1. Privacy. We know that most people are hesitant to give out their personal and financial information without knowing that it is absolutely secure. For this reason, we have developed our Fact Finding Forms as fillable, PDF forms. The information you input to a fillable PDF form is not sent out over the internet to any database. In fact, it is saved solely with the PDF form, and you can save the PDF form on your own computer. Once you save it to your own computer, you can continue to input data, make revisions, and re-save it to your own computer. With a fillable PDF form, you are in complete control of your personal information, and no one has to see it, or have access to it, unless you personally authorize it.
2. Flexibility. We also know that no two people have the same resources, or the same concerns, or the same needs when it comes to estate planning. For this reason, our Fact Finding Forms have to be both complete and flexible in order to accommodate most needs. When you begin to use these forms, you’ll quickly realize that they are quite complete, even to the extent that many sections will not be needed by you. That’s alright- just complete what you need and leave the rest alone.
3. Beneficial. We also know that you have several options available to you when it comes to developing an effective estate plan. For example, you may want to compete these forms on your own, then take them to your attorney to have the documents prepared. This is the preferred use of these forms because it allows you to think through your estate plan before meeting with your attorney. The better prepared you are when you meet with your attorney, the better your attorney will understand your situation. That generally results in better advice from your attorney and lower attorney’s fees.
4. Use by Third-Party Advisors. Finally, we want to make our Fact Finding Forms available to attorneys and other financial advisors. The forms are absolutely free and can be downloaded very easily for use by their own clients. In fact, if any attorney or other financial advisor would like to have their own branding on the forms (i.e., their own name, address, etc.), we’d be happy to accommodate them. All we ask is that our copyright remain on the bottom of each page of each form.
So, take a look at our Fact Finding Forms in our My Plan section. Give them a try and see if they help you in developing an effective estate plan of your own.
Finally, give us your thoughts on these forms. Will you use them? Are there things that you’d change? Let us know so that we can improve these forms for everyone.
To access the .Estate Planning Fact Finder Forms, please go to the Living Trust Network website.
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