Estate Planning Questionnaire and Worksheets - Minnesota 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. 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 meticulously. Document all assets such as real estate, stocks, bonds, cash accounts, life insurance policies, and liabilities.
7. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform's features.

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