Estate Planning Fact Finder
This Estate Fact Finder is designed to assist you in gathering the information needed to develop your estate plan.
It is divided into four sections, known as the “Four P’s” of estate planning: People, Property, Plans and Planners.
You should complete each section that pertains to your situation as thoroughly as possible, using the guidelines provided. 100% accuracy is not required for the purposes of this fact finder; however by spending now gathering information while in the privacy of your home, you will reduce the cost of professional counsel who will be responsible for the actual implementation of your estate plan.