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13205 Manchester Road, Suite 210 St. Louis, MO 63131Date: ESTATE PLANNING QUESTIONNAIRE | INDIVIDUAL CONFIDENTIAL INFORMATIONInstructions | Please print clearly Please complete this form to the best
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The confidential estate refers to the private financial and asset information of an individual that is typically filed with the court after their passing.
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The executor or personal representative of the deceased individual's estate is usually required to file the confidential estate documents.
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The purpose of filing a confidential estate is to ensure that the deceased individual's assets are distributed according to their wishes and that their debts are settled properly.
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The confidential estate documents usually require information on the deceased individual's bank accounts, real estate properties, investments, vehicles, debts, and beneficiaries.
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