Estate Administration Information Decedent’s Name*Date of Death Date Format: MM slash DD slash YYYY Did Decedent have aWillLiving TrustPrimary Contact’s Name*Primary Contact’s Number **Primary Contact’s AddressPrimary Contact’s City **State **Zip*Relationship to DecedentPrimary Contact’s DOB Date Format: 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
