Estate Administration Information Decedent’s Name* Date of Death MM slash DD slash YYYY Did Decedent have a Will Living Trust Primary Contact’s Name* Primary Contact’s Number **Primary Contact’s Address Primary Contact’s City ** State ** Zip* Relationship to Decedent Primary Contact’s DOB MM slash DD slash YYYY Primary Contact’s Last 4 Digits of SSNPrimary Contact’s Email address* To the best of your ability, please complete the following:Childern's Full NameGenderDOBParent(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 decedent’s estate*How did you hear about usHow did you hear about us?An Email I ReceivedBlog / FacebookInternet / Search EngineLanding Pages - Estate PlanningRadio and TVLink from another websiteMailing / PostcardNewsletterNewspaperOtherReferral
