Estate Planning Questionnaire and Worksheets - New York 2026

1. Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets in the editor.
2. Begin by filling out your personal information, including your name, birth date, and principal residence. Ensure accuracy as this data is crucial for your estate planning.
3. Proceed to the section regarding your spouse's details. Input their name, date of birth, and social security number. If applicable, include any prior marriages.
4. Next, detail your children and grandchildren. Specify relationships and any adoptions or stepchildren clearly to avoid confusion.
5. In the 'Who Will Benefit Under Will' section, list beneficiaries along with their addresses and relationship to you. This ensures clarity in asset distribution.
6. Complete the financial information sections meticulously. Document all assets such as real estate, stocks, bonds, and liabilities accurately for a comprehensive overview of your estate.
7. Finally, review all entries for completeness before saving or sharing the document. Utilize our platform’s features to sign or distribute the completed form easily.

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