Estate Planning Questionnaire and Worksheets - Washington 2025

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. Proceed to the 'Spouse' section. Input your spouse's name, date of birth, social security number, and marriage details. If legally separated, provide that information as well.
4. In the 'Children and Grandchildren' section, list each child's name, birth date, relationship to you, and their domicile. Specify if any are adopted or from prior marriages.
5. Complete the 'Who Will Benefit Under Will' section by detailing beneficiaries' names, addresses, ages, and their relationship to you.
6. Fill out the 'Fiduciaries' section with names and addresses of executors, trustees, and guardians.
7. Continue with financial information sections including real estate, stocks and bonds. Provide accurate values for each asset listed.
8. Finally, review all entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

Start filling out your Estate Planning Questionnaire today for free on our platform!