Estate Questionnaire
This Questionnaire provides comfort and organization in the administration of your estate. We provide this document to you at no charge as a courtesy for its importance.
Estate Questionaire by Fishbein Law Group
The Confidential Estate Questionnaire is designed to help your heirs and significant others efficiently manage and settle your estate by ensuring they have all the essential information needed to locate your assets. This document helps prevent anything from being overlooked.
One of the biggest challenges surviving family members face isn’t legal issues, but rather the uncertainty of knowing, “What did they have?” and “Where is it located?”
When Mark Fishbein’s father passed away without any estate planning, Mark faced the overwhelming task of locating assets, which proved an expensive, time-consuming, and frustrating experience.
Please note: This is not a legal document but a vital component of your estate plan. It provides essential information that no other document offers, particularly in times of medical crisis.
The information you provide in this Confidential Estate Questionnaire will remain confidential and only be accessed by your Personal Representative or Alternate/Successor Trustee named in your Last Will and Testament or Trust Agreement. This questionnaire offers peace of mind and organization in the administration of your estate. We provide this document to you at no charge, recognizing its importance.
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FLG offers legally documented Family Trusts and Wills.
Probate can be challenging. FLG offers Probate Litigation Services.
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Fishbein Law Group and Estate Planning Attorney Marc Fishbein offer Living Trusts, Business Planning, Litigation Services, Family Wills, Medical Powers of Attorney, Tucson Trademark Attorney services, and Probate Representation for the greater Tucson, Phoenix, and San Diego areas, including Mesa, Scottsdale, Tempe, Glendale Oro Valley, Sierra Vista, Marana, Green Valley, Chula Vista, La Mesa, Del Mar, Irvine, Long Beach, and Anaheim.