Estate Planning Questionnaire and Worksheets - North Dakota 2025

1. Click ‘Get Form’ to open the Estate Planning Questionnaire and Worksheets in the editor.
2. Begin by filling out the 'Personal Information' section. Provide your name, birth date, principal residence, and any other domicile details. Ensure you include information about prior marriages and children from those unions.
3. Next, move to the 'Spouse' section if applicable. Enter your spouse's name, date of birth, and social security number. If legally separated, indicate that 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. Proceed to the 'Who Will Benefit Under Will' section. Clearly identify beneficiaries by providing their names, addresses, ages, and relationship to you.
6. Complete the 'Fiduciaries' section by designating executors, trustees, and guardians for your children. Include their names and addresses.
7. Fill out the financial information sections thoroughly. Document all assets including real estate, stocks, bonds, cash accounts, life insurance policies, and liabilities.
8. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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