Questionnaires

For Estate Planning Consultations

Estate Planning Questionnaires

Married - (Word) (PDF)

Unmarried Partners - (Word) (PDF)

Single - (Word) (PDF)

Student/Young Adult - (Word) (PDF)

For Probate or Trust Administration Consultations

(After someone has passed away)

Probate and Estate Administration and/or Trust Administration Questionnaires

Estate or Trust Administration Questionnaire - (Word) (PDF)

List of Information Necessary to Initiate a Probate Proceeding in DC - (Word) (PDF)