By Lane V. Erickson, Idaho Estate Planning Attorney
The percentage of adults in Idaho who have actually taken any steps to complete their estate planning is abysmal. The most recent reports I have been able to study show that only 31% of adults in America have taken any actions towards completing their estate planning. The same percentage is similar in Idaho.
It’s important to understand however that not all the news is bad news. I’ve come to learn that most people don’t get their estate planning done because they don’t know how to start. Because of this, we’ve come up with an easy solution to help each individual who is interested in getting their estate planning get started with the process. Our solution is the easy Estate Planning Questionnaire that we offer to each of our clients. This questionnaire can be downloaded to your computer through the link above. So how exactly does our estate planning questionnaire help? I’m glad you asked this question.
Organize Your Information
The first thing that our Estate Planning Questionnaire does is to help you organize your information. Specifically, we start the questionnaire with having you write down the information for yourself and for your spouse. This information would include your full legal names, your birth dates, your phone number and e-mail.
Next, we have you fill out information about your children, and any other family members or close friends that you would like to have involved as a beneficiary or recipient of part of your estate. For young parents, we also have an area for you to fill out concerning who you would like to name as the guardians of your young children if something were to happen to you and your spouse.
Once we have all the people listed that are a part of your family or close friends we can move on to the next section of the questionnaire.
Think About What You Want to Do
The next part of the Estate Planning Questionnaire is designed to educate you about the choices you have concerning who will receive your money, property, and other assets after you pass away. Additionally, we also have sections that give you the ability to name the individuals you want to be in charge of your estate after you pass away. The questionnaire also provides information about your durable power of attorney, your power of attorney for health care, and whether or not you may need a trust or more than one trust as part of your estate planning.
In other words, our simple and easy Estate Planning Questionnaire is designed to make the process simple for you. The questionnaire is divided into six specific steps that you can do one at a time. None of these steps is overwhelming in the information that it either tells you about or asks you to write down.
Our clients are very complimentary about the Estate Planning Questionnaire and how easy it was to use to begin the process of getting their estate planning done. We have held numerous clients through this process, and with our questionnaire we are confident that we can help you too. Please feel free to download the questionnaire and fill it out and then return it to us so that we can schedule a free 30-minute consultation with you to go over your questionnaire and talk with you about the options available to you for your estate planning.
ENLIST AN IDAHO ESTATE PLANNING ATTORNEY TO HELP YOU
If you have any questions about your estate or how to simplify your plans for your family and loved ones, we can help. Call us toll free at 877-232-6101 or 208-232-6101 for a free consultation with Lane Erickson and the Racine Olson team of Estate Planning attorneys in Pocatello. You can also email Lane Erickson directly at lane@racineolson.com. We will answer your questions and will help you solve your Pocatello Estate Planning problems. I have helped numerous clients create their own customized estate plans and I’m confident that I can help you too.