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Estate Planning Questionnaire

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Iowa State University Extension and Outreach has created an Estate Planning Questionnaire that can help you get ready to meet with an estate planner or attorney. Use it as a guide to get the information that you need together to make a comprehensive estate plan and save time at the lawyers office!

 

Estate Planning Questionnaire

download in pdf format pdf format

 

You can access the Iowa State University Extension and Outreach questionnaire here: Estate Planning [PDF] or on the icon above.

Iowa State University Extension and Outreach does not provide legal advice. Any information provided is intended to be educational and is not intended to substitute for legal advice from a competent professional retained by an individual or organization for that purpose.

This material is based upon work supported by USDA/NIFA under Award Number 2010-49200-06200.

For more information you can also contact: Tim Eggers, extension field economist, teggers@iastate.edu, 712-542-5171

Reminder:
The views and opinions expressed in this reposted content do not necessarily reflect those of LandCAN. This material is shared for informational purposes only and does not constitute an endorsement of the practices or viewpoints presented.