Estate Planning Questionnaire and Worksheets - New Hampshire 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. Enter your name, birth date, principal residence, and any other domicile details. This information is crucial for establishing your identity and residency.
3. Proceed to the 'Spouse' section if applicable. Provide your spouse's name, date of birth, and social security number. If legally separated, include that information as well.
4. In the 'Children and Grandchildren' section, list all children or grandchildren, indicating any adoptions or stepchildren. This ensures clarity on beneficiaries.
5. Complete the 'Who Will Benefit Under Will' section by detailing beneficiaries’ names, addresses, ages, and their relationship to you.
6. Fill out the 'Fiduciaries' section with names and addresses of executors, trustees, and guardians you wish to appoint.
7. Continue through financial sections detailing assets like real estate, stocks, bonds, cash accounts, life insurance policies, and liabilities. Be thorough for accurate estate planning.
8. Finally, review your entries for accuracy before saving or sharing your completed questionnaire using our platform’s features.

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