Whole Farm > Transition and Estate Planning > Evaluating Your Estate Plan

Estate Planning Questionnaire

File C4-57
Updated June, 2014

download in pdf format pdf format


The Estate Planning Questionnaire is presented in the accompanying "pdf" file that you can access by clicking here or on the icon above. This PDF allows you to enter values into shaded areas. The PDF can be filled in electronically prior to printing or a blank form may be printed for later use.

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.

 

Tim Eggers, extension field economist, teggers@iastate.edu, 712-542-5171