Estate Planning Questionnaire and Worksheets - Mississippi 2026

1. Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets in the editor.
2. Begin by filling out the Personal Information section. Enter your name, birth date, principal residence, and any other domicile details. Be sure to include your marital status and information about prior marriages if applicable.
3. Next, move on to the Spouse section. Provide your spouse's name, birth date, social security number, and marriage details. If legally separated, indicate when and where.
4. In the Children and Grandchildren section, list each child or grandchild along with their relationship to you. Specify if any are adopted or from prior marriages.
5. Continue with the Who Will Benefit Under Will section by detailing beneficiaries' names, addresses, ages, and their relationship to you.
6. Fill out the Fiduciaries section by providing names and addresses for executors, trustees, and guardians.
7. Complete the Financial Information sections by listing all assets including real estate, stocks, bonds, cash accounts, life insurance policies, and liabilities.
8. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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