Estate Tax Return Preparation Intake Form

Estate Tax Return Preparation Intake Form — Form Fields

This finance template includes 13 fields. Gather estate assets, beneficiary information, and documentation for preparation of an estate tax return. Free to customize and use on ZenBuild.

• Executor or Administrator Name (text, required)
• Email Address (email, required)
• Phone Number (text, required)
• Decedent Full Name (text, required)
• Date of Death (text, required)
• Decedent's State of Domicile (text, required)
• Estimated Gross Estate Value ($) (number, required)
• Asset Types in Estate (checkboxes, required) — options: Real estate, Bank accounts, Brokerage/investment accounts, Retirement accounts (IRA/401k), Business interests, Life insurance, Personal property, Trusts
• Did the decedent have a surviving spouse? (multiple choice, required) — options: Yes, No
• Is a federal estate tax return (Form 706) required? (multiple choice, required) — options: Yes, No, Unsure
• Death Certificate (file upload, required)
• Will or Trust Documents (file upload, optional)
• Additional Notes or Questions (long text, optional)