Questionnaire - Executor

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Is the person who appointed you as executor alive and able to discuss the estate with you?
- Yes
- No

Has the funeral occurred yet?
- Yes
- No

Is help needed in writing or updating the will?
- Yes
- No

Is a copy of the will available to you?
- Yes
- No, but a will was written
- No, a will was not written

What state does the will writer live in?
What state did the will writer live in?

Did/does the will writer own real estate? (typically home, condo, farm, etc.)
- Yes
- No

Will any real estate be sold as a part of this process?
- Yes
- No

Does will writer have digital accounts (e.g. Facebook, Gmail, or online picture storage) that will need to be archived and closed?
- Yes
- No
Does will writer have digital accounts (e.g. Facebook, Gmail, or online picture storage) that will need to be managed?
- Yes
- No

Are you currently working with a lawyer?
- Yes
- No, and I would be interested in a vetted referral
- No, and I would not be interested in a vetted referral

I would find free referrals for vetted professionals in the following fields helpful:
- Estate Attorney
- Financial Advisor
- Realtor
- Funeral Director
- Estate Sales
- None of the above
In what areas do you expect to need help?
- Selling Real Estate
- Managing Financial Assets and Tax Consequences
- Managing the Probate/Legal Process
- Estate sale
- Filing Final Tax Returns
- Getting an Advance on my Inheritance
- Life Insurance for Yourself
In what areas do you expect to need help?
- Selling Real Estate
- Managing Financial Assets and Tax Consequences
- Funeral Pre-Planning
- Avoiding ID Theft at Death
- Managing the Probate/Legal Process
- Life Insurance for Yourself
What is your best estimate as to the total value of the estate, including all assets?
- Under $100,000
- $100,000 to $500,000
- $500,000 to $1 million
- $1 million to $3 million
- Over $3 million
If you are a beneficiary, what will your approximate net worth be after estate settlement?*
- Under $50,000
- $50,000 - $400,000
- Over $400,000
- I'm not a beneficiary
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Would you be interested in an immediate offer for the real estate within the estate?
- Yes
- No
What is the annual income of the executor?
- Under $100,000
- $100,000-250,000
- $250,000+
- Don’t use income to create my custom plan
What type of financial assets are in the estate? (click all that apply)
- Savings and checking accounts
- CD’s
- Stocks and bonds
- IRA
- Annuity
- 401K
- Life insurance
- Business ownership
- Other
- I don’t know
Where Is the real estate located? (City)
Where Is the real estate located? (City)
Where is the real estate located? (State)

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