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01. Edit your estate administration questionnaire online
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How to use or fill out estate administration questionnaire with our platform
- 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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