Call to Get Started
(470) 268-5234
Home
About
Jonathan Sparks
Heidi Buechner
Ethan Miller
Daniel Pae
Denine Rowley
Ashley Sullens
Services
Business Dissolution
Business Formation
Collection Services
Contracts
Employment
Intellectual Property
Mergers & Acquisitions
Non-Disclosure & Non-Compete Agreements
Purchase & Sale Agreement
Trusts & Estates
Reviews
Resources
Podcast
Blogs
Business Assessment
Community Involvement
Entrepreneur’s Handbook
Estate Administration Questionnaire
Estate Planning Questionnaire
eBook
Videos
Attractions
Areas Served
Georgia
Atlanta
Alpharetta
Duluth
Johns Creek
Contact Us
What are you looking for?
Creative, Mindful, On Our Game
Where Imagination Meets Action
Estate Administration Questionnaire
Estate Administration: Initial Consultation
I. Client Information
II. Decedent Information
Death Certificate?
Yes
No
III. Decedent’ Family
Please include the names and dates of death of any deceased family members.
Spouse
Date of Birth
Children
Date of Birth
Date of Birth
Other relatives (if no spouse or children)
Date of Birth
Date of Birth
Date of Birth
IV. Will Information (if applicable)
Who has the Will?
Is the original available?
Who is named executor?
What are the names of the beneficiaries?
V. Estate Information
Approximate value of estate
Address(es) of real property
Other assets
We’ll cover the rest during our conversation. Thanks!
1+1=?
Δ
Home
About
▼
Jonathan Sparks
Heidi Buechner
Ethan Miller
Daniel Pae
Denine Rowley
Ashley Sullens
Services
▼
Business Dissolution
Business Formation
Collection Services
Contracts
Employment
Intellectual Property
Mergers & Acquisitions
Non-Disclosure & Non-Compete Agreements
Purchase & Sale Agreement
Trusts & Estates
Reviews
Resources
▼
Podcast
Blogs
Business Assessment
Community Involvement
Entrepreneur’s Handbook
Estate Administration Questionnaire
Estate Planning Questionnaire
eBook
Videos
Attractions
Areas Served
▼
Georgia
Atlanta
Alpharetta
Duluth
Johns Creek
Contact Us