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Trust Administration Worksheet
Information Required for Consultation
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Email
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YOU MUST SELECT SUBMIT IN ORDER FOR YOUR RESPONSES TO BE SAVED. If you wish to begin the worksheet and complete it later, you have to scroll to the last page to hit submit.
Your name
*
Your answer
Your Address and Preferred Phone (this can be completed after the initial consultation for court forms)
Your answer
Name of deceased, including all (if any) aliases
*
Your answer
Address of deceased
*
Your answer
Date of death
*
MM
/
DD
/
YYYY
Date of birth of deceased
*
MM
/
DD
/
YYYY
Cause of Death
Your answer
Date of Trust
MM
/
DD
/
YYYY
Name of Trust
Your answer
Name of Surviving Spouse (if any)
Your answer
Address and Phone of Surviving Spouse (if any) (this can be completed after the initial consultation)
Your answer
Was the deceased remarried at the time of death?
Yes
No
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Name and age of all children, if any
Your answer
Address of Children (this can be completed after the initial consultation)
Your answer
Name of grandchildren or other people or charities named in Trust, their relationship to the deceased, and their age
Your answer
ADDRESS (this can be completed after the initial consultation)
Your answer
Real Estate Owned by the Deceased
Enter all real estate owned by the deceased here, if any
Address of Primary Residence Owned by the Deceased, if any
Your answer
Estimated Value of Primary Residence - net of mortgage
Your answer
Address of Other Real Estate Owned by the Deceased, if any
Your answer
Estimated Value of other real estate- net of mortgage
Your answer
Estimated Combined Value of Personal Property
Your answer
Estimated Combined Value of All other Assets
Your answer
Additional Client Information
Enter more information about your situation here
Is there anything else you would like me to know?
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