Estate Planning Questionnaire and Worksheets - Illinois 2026

1. Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets - Illinois in the editor.
2. Begin by filling out the Personal Information section. Enter your name, birth date, principal residence, and any other domicile details. Make 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 or grandchild along with their relationship to you. 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 through Financial Information sections A-H by providing details on real estate, stocks, cash accounts, life insurance policies, and any liabilities.
8. Finally, review all entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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