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About
Jonathan Sparks
John Gracia
Daniel Nicholson
Elisabeth Jakovenko
John Jakovenko
Julie Cross
Ashante Rosier-Robinson
Services
Business Dissolution
Business Formation
Collection Services
Contracts
Employment
Intellectual Property
Mergers & Acquisitions
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Purchase & Sale Agreement
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Entrepreneur’s Handbook
Estate Administration Questionnaire
Estate Planning Questionnaire
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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!
Home
About
▼
Jonathan Sparks
John Gracia
Daniel Nicholson
Elisabeth Jakovenko
John Jakovenko
Julie Cross
Ashante Rosier-Robinson
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
Entrepreneur’s Handbook
Estate Administration Questionnaire
Estate Planning Questionnaire
eBook
Videos
Areas Served
▼
Alpharetta
Atlanta
California
Florida
Georgia
New York
North Carolina
South Carolina
Texas
Virginia
Contact Us