Next Steps
We created the EstateCraft questionnaire to help you organize your estate plan. We’ll ask you all about your finances, as well as your partner’s and your children’s so that we can help you create a comprehensive estate plan.
This questionnaire is the first step in creating your estate plan. You can start by answering the questions in this PDF. This will help your Organize all of the information you will need to build a plan. Your answers will be saved as a document on your computer, ready for you to print or review later with a professional. We don’t store your questionnaire on servers or computers.
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