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Questionnaires
Additional information about questions and answers used to organize your Estate.
25 articles
Real estate
Had the funeral?
Posted a public obituary?
Received death certificates?
Frozen deceased’s credit reports?
Filed for a change of Estate address?
Informed government agencies?
Cancelled credit cards?
Filed for an EIN (tax ID) for the Estate?
Opened settlement bank accounts?
Submitted notice to creditors?
Checking or savings accounts
Investment or brokerage accounts
Retirement accounts
Businesses owned
Life insurance
Other high-value assets
Deceased was a veteran
Deceased was employed at time of passing
Deceased had a pension plan
Deceased was union or association member
Vehicles
Mortgage, vehicle, or secured loans
Credit cards or unsecured loans
Student loans