Estate Administration Questionnaire

I. Client Information

II. Decedent Information

Death Certificate?
YesNo

III. Decedent’ Family

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

Spouse

Date of Birth

Children

Date of Birth

Other relatives (if no spouse or children)

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!

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