Estate Administration Consult Form

Date of Consultation*
MM slash DD slash YYYY
Decedent’s Name*
Did Decedent have a*
- Will
- Living Trust
Primary Contact’s Name*
Primary Contact’s Number*
Primary Contact’s Address
Primary Contact’s City*
Physical address state/province*
State
Physical address zip/postal code*
Relationship to Decedent
Primary Contact’s DOB
MM slash DD slash YYYY
Spouse/Partner’s Last Name
Primary Contact’s Email address*

To the best of your ability, please complete the following:

Children’s Full Names	Gender	Date of Birth	Parent(s)	Married (Y/N)	Number of Grand Children

Estate has the following assets:*
- Real Estate
- IRA/Retirement Plans
- Business/Partnerships
- Stocks, Bonds, Mutual Funds
- Life Insurance
- Certificates of Deposit
- Bank Account
Approximate gross value of my entire estate*
How did you hear about us? **
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