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Estate administration questionnaire 2025

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The document is an Estate Administration Questionnaire from Loss & Pavone, P.C., designed to collect confidential information necessary for the administration of a deceased person's estate or trust. It outlines the importance of providing accurate details about the decedent's assets, liabilities, and estate planning documents to facilitate effective legal advice and compliance with Illinois law. The questionnaire includes sections for personal information, family details, beneficiaries, fiduciary roles, existing advisors, and a comprehensive summary of the estate's assets and liabilities.

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Click ‘Get Form’ to open the estate administration questionnaire in the editor.
Begin by filling out your contact information in the 'Contact Information' section. Ensure accuracy as this will be used for communication.
Proceed to the 'Decedent Information' section. Provide details about the deceased, including their full name, date of birth, and date of death.
In the 'Family Information' section, list all children and grandchildren of the decedent. Attach additional sheets if necessary for more names.
Complete the 'Beneficiaries of Trust/Estate' section by listing each beneficiary along with their relationship to the decedent.
Fill out the 'Estate Summary' section, detailing assets and liabilities. Use estimates where necessary but aim for accuracy.
Review all sections for completeness and clarity before saving your work. If you have questions, note them for discussion during your appointment.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What is the process for administering an estate?

The administration of an estate (also known as probate) is the process that personal representatives go through in order to collect a deceaseds assets, discharge their debts and other liabilities (including paying inheritance tax) and distributing those assets to the beneficiaries.

How to fill out an estate planning questionnaire?

The questionnaire is broken down into two principal sections: 1) personal information and 2) assets liabilities. These first two sections primarily comprise fill-in-the-blank answers to straight-forward questions about family, professional advisors, existing documents, property interests, values and liabilities.

Whats the average time to settle an estate?

A: The expected timeline for settling an estate and paying all beneficiaries is 12 months and 18 months if a federal tax filing is required. There are numerous reasons that the executor of the estate may request an extension.

Can an administrator of an estate take everything without a will after?

To put it simply, even when there is no will, the administrator does not have the authority to decide who gets what.

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.

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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?