Estate Planning Questionnaire and Worksheets - Michigan 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 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's name, birth date, relationship, and domicile. Specify if any are adopted or from prior marriages.
5. Fill out the Who Will Benefit Under Will section by detailing beneficiaries' names, addresses, ages, and their relationship to you.
6. Complete the Fiduciaries section by entering names and addresses for executors, trustees, and guardians.
7. Continue with Financial Information sections A through H. Provide detailed descriptions of real estate, stocks, cash accounts, life insurance policies, and any liabilities.
8. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

Start filling out your Estate Planning Questionnaire today for free on our platform!