Estate administration questionnaire 2026

1. Click ‘Get Form’ to open the estate administration questionnaire in the editor.
2. Begin by filling out your contact information in the 'Contact Information' section. Ensure accuracy as this will be used for communication.
3. Proceed to the 'Decedent Information' section. Provide details about the deceased, including their full name, date of birth, and date of death.
4. In the 'Family Information' section, list all children and grandchildren of the decedent. Attach additional sheets if necessary for more names.
5. Complete the 'Beneficiaries of Trust/Estate' section by listing each beneficiary along with their relationship to the decedent.
6. Fill out the 'Estate Summary' section, detailing assets and liabilities. Use estimates where necessary but aim for accuracy.
7. 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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