Estate Questionnaire

The purpose of this Confidential Estate Questionnaire is to assist your heirs and significant others in the orderly and expedient administration and disposition of your estate by providing them with essential information to locate all of your assets and not miss anything. 

The biggest problem we face, and your surviving family members have to deal with, is not legal issues, the first questions we hear are “What did they have?” and “Where is it located?”. 

When Mark Fishbein’s father died, he had no estate planning. Mark did not know where anything was located. Searching for assets can be a very expensive, lengthy and frustrating experience.  

THIS IS NOT A LEGAL DOCUMENT. BUT IS A VITAL PART OF YOUR ESTATE PLAN DOCUMENTS. NO OTHER DOCUMENT PROVIDES THIS SPECIFIC INFORMATION ESSENTIAL TO YOUR ESTATE PLANNING NEEDS IN TIMES OF MEDICAL CRISIS. 

The information supplied by you in this Confidential Estate Questionnaire remains confidential and will be utilized only by your Personal Representative or Alternate/Successor Trustee named under your Last Will and Testament or Trust Agreement. This Questionnaire provides comfort and organization in the administration of your estate. We provide this document to you at no charge as a courtesy for its importance. 

Feel free to contact us at (520) 797-1400 to discuss this matter and the Emergency Telephone Hotline Program in more detail. 

Click here to Download Estate Questionnaire