Estate Planning Questionnaire and Worksheets - District of Columbia 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with the 'Personal Information' section. Fill in your name, birth date, principal residence, and any other domicile details. Ensure you provide accurate information regarding your marital status and prior marriages.
3. Move on to the 'Children and Grandchildren' section. Clearly designate which children or grandchildren are adopted or from prior marriages, including 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 providing 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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