Estate Planning Questionnaire and Worksheets - Wisconsin 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. This information is crucial for establishing your identity and residency.
3. Proceed to the 'Spouse' section if applicable. Provide your spouse's name, date of birth, and social security number. If legally separated, include that information as well.
4. In the 'Children and Grandchildren' section, list all children or grandchildren, indicating any adoptions or stepchildren. This ensures clarity on beneficiaries.
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. This is essential for appointing responsible parties.
7. Continue through financial sections detailing assets like real estate, stocks, bonds, cash accounts, and liabilities. Be thorough to avoid confusion later.
8. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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