Follow the steps to successfully complete the questionnaire.

1. Click the ‘Get Form’ button to access the questionnaire and open it in your online editor.
2. Begin with Part I: Personal and Family. Fill out the deceased's personal details, including their full name, date of birth, and citizenship. Be sure to include the complete information for the present spouse and any previous marriages or common-law relationships.
3. Move to Part II: Details of the Will and Codicils. Indicate whether there are any wills, codicils, or memorandums of wishes by checking the appropriate boxes and providing the document details.
4. In Part III: Beneficiaries, include details for each beneficiary named in the will. Supply information such as their name, date of birth, relationship to the deceased, and whether they have disabilities.
5. Proceed to Part IV: Assets of the Deceased. List all assets, including real estate, bank accounts, life insurance policies, and personal effects, providing estimated values as of the deceased’s date of death.
6. Complete Part V: Liabilities of the Deceased. Document any major liabilities as of the date of death, including funeral expenses incurred since the death and any litigation matters.
7. Fill out Part VI: Income Tax. Provide necessary details regarding the last tax return filed and upcoming tax responsibilities.
8. Finally, conclude with Part VII: Professional Advisors. List contact information for all relevant advisors such as financial and legal representatives.
9. After completing the questionnaire, review all entered information for accuracy. Save your changes, and then you may download, print, or share the completed form as needed.

Fill out your documents online with confidence using this guide.