Estate Administration Questionnaire

    Estate Administration: Initial Consultation

    I. Client Information

    II. Decedent Information


    III. Decedent’ Family

    Please include the names and dates of death of any deceased family members.

    Spouse


    Children



    Other relatives (if no spouse or children)




    IV. Will Information (if applicable)





    V. Estate Information




    We’ll cover the rest during our conversation. Thanks!