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Estate Planning Questionnaire and Worksheets - Pennsylvania 2026

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The document is an estate planning questionnaire designed to gather comprehensive personal, financial, and familial information from an individual for the purpose of creating a will and organizing their estate. It includes sections on personal details, marital status, children, beneficiaries, fiduciaries, gifts made during life, financial assets (real estate, stocks, cash, insurance), liabilities, and specific wishes regarding property distribution.

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

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What is an estate questionnaire?

Many advisors and attorneys recommend a $100K minimum net worth for a living trust. However, there are other factors to consider depending on your personal situation. What is your age, marital status, and earning potential?

What are the 7 steps in the estate planning process?

Pennsylvania estate planning costs range from $900 to $6,350, varying by complexity and required services. Pennsylvania imposes an inheritance tax on beneficiaries rather than an estate tax, with rates based on their relationship to the deceased.

What is the 5x5 rule in estate planning?

The 5 x 5 rule is a provision in trust law that allows a beneficiary to withdraw the greater of $5,000 or 5 percent of the trusts assets annually. It helps maintain flexibility for beneficiaries while preserving the long-term value of the trust.

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What is the 5 by 5 rule in estate planning?

Essentially, it is part of putting the house in order so that the things which need to happen at the time of death can proceed efficiently. It saves time and costs. The questionnaire is broken down into two principal sections: 1) personal information and 2) assets liabilities.

How to fill out an estate planning questionnaire?

Estate Planning Questionnaire Preparation Family Information. The contact information for you, or you and your spouse, as well as the names and dates of birth for any children you and/or you spouse may have. Successor Trustee/Personal Representative. Beneficiaries. Powers of Attorney. Assets Debts.

Estate Planning Questionnaire and Worksheets - Pennsylvania 2026

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