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Trust Administration Worksheet
Information Required for Consultation
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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
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Your answer
Your Address and Preferred Phone (this can be completed after the initial consultation for court forms)
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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
Name of Prior 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
Clear selection
Name and age of all children, if any. Please indicate if any have different mothers or fathers.
Your answer
Address of Children
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 or a company owned, by the deceased.
Your answer
Estimated Value of other real estate- net of mortgage
Your answer
Checking and Savings Individually Owned by the Deceased: include name of bank or credit union and estimated amount in the account.
Your answer
Non-retirement Brokerage Accounts Individually Owned by the Deceased: include name of institution and estimated amount in the account.
Your answer
Retirement Accounts Individually Owned by the Deceased: include name of institution, estimated amount in the account, and assumed beneficiaries.
Your answer
Life Insurance Accounts Individually Owned by the Deceased: include name of institution, estimated amount in the account, and assumed beneficiaries.
Your answer
Cryptocurrency: Include type, value, and whether key and password are known.
Your answer
Last year for which tax returns were reported.
Enter more information about your situation here
Is there anything else you would like me to know?
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