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!