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E.W. Turk
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Evan W. Turk
Kamelia Boulayoune
Jeanne L. Gambill
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Estate Planning
Questionnaire
First name
Spouse's name
Last name
Date of Birth
Spouse's Date of Birth
Address
Email
Do you have children ?
No
Yes
If you answered yes to the previous question, please list names, dates of birth and addresses
Whom would you like to make financial decisions on your behalf, if you are unable to do so yourself. Please provide: Relationship, Names, Dates of Birth and Addresses.
Whom would you like to make medical decisions on your behalf, if you are unable to do so yourself. Please provide: Relationship, Names, Dates of Birth and Addresses.
What charitable causes or charities are you affiliated with, if any ?
Who would you like to inherit your assets, please provide: Relationship, Names, Addresses:
How would like them to receive ?
Up-front
Monthly
Annually
At a certain ages
If others :
If someone who is to inherit, is not around or dies after receiving an inheritance, what would you like to see happen to those assets?
At your death, do you prefer :
Burial
Cremation
Deep Freezing
Have you made arangements, If so, where ?
I declare that the info I’ve provided is accurate & complete
Submit
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