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Trust & Estate Settlement Worksheet

Please provide us with information about you, or the person who will be our client if you are helping someone else fill out this information.

Information about the Decedent

Please provide us with information about the person who has passed away, and please provide us one certified copy of the death certificate.

Please also provide us with information about all assets owned by the decedent (or one of decedents’ trusts) at the time of death (account statements, car titles, deeds to real estate, insurance policies, etc.), as well as information about all of decedent’s debts (bills, mortgage statements, promissory notes, etc.).

If the decedent was married at the time of death, please provide us with the surviving spouse’s information.

If the decedent had living children at the time of death, please provide us each living child’s information.

If the decedent had children who died before the decedent, please provide us with information about each pre-deceased child and information about the each living descendant of each predeceased child.

If any of the people we have asked you to provide information about has a guardian appointed for them (or is unable to make their own decisions and has an Agent serving under a Durable Power of Attorney), please provide information about that Guardian or Agent (along with the Order Appointing Guardian or the Durable Power of attorney), unless you have already provided that information in answer to a previous question.

If the decedent had a Will at the time of death, please provide us with the original Will (and original Codicils, if any); information about each Executor or Personal Representative named in the Will (unless you have already provided that information in answer to a previous question); and information about each Beneficiary named in the Will (unless you have already provided that information in answer to a previous question).

If the decedent had a Trust at the time of death, please provide us with a copy of the Trust (and amendments, if any); information about each Trustee named in the Trust (unless you have already provided that information in answer to a previous question); and information about each Beneficiary named in the Trust (unless you have already provided that information in answer to a previous question).