Estate Planning Questionnaire and Worksheets - West Virginia 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. Proceed to the 'Children and Grandchildren' section. Here, designate which children or grandchildren are adopted or from prior marriages, providing their names and birth dates.
4. In the 'Who Will Benefit Under Will' section, list beneficiaries along with their addresses, ages, and relationship to you.
5. Complete the 'Fiduciaries' section by entering names and addresses for executors, trustees, and guardians.
6. Fill out the 'Financial Information' sections thoroughly. Include details about real estate, stocks, bonds, cash accounts, life insurance policies, and any liabilities.
7. Finally, review all entries for accuracy before saving or sharing your completed questionnaire using our platform's features.

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