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This questionnaire, part of the Canadian Longitudinal Study on Aging (CLSA), collects information about a deceased person\'s circumstances before and after their death, focusing on their health care

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How to fill out decedent questionnaire

01

Gather all necessary personal information about the decedent, including full name, date of birth, and date of death.

02

Collect details about the decedent's marital status and any surviving family members.

03

Document any known assets and liabilities of the decedent.

04

Prepare information about any pre-existing wills or trusts.

05

Include details regarding the decedent's employment history and any benefits.

06

Ensure all sections of the questionnaire are completed accurately.

07

Review the questionnaire for completeness and sign it if required.

Who needs decedent questionnaire?

01

Executors or administrators of the decedent's estate.

02

Family members involved in the planning of the decedent's estate.

03

Attorneys handling probate or estate matters.

04

Financial institutions managing the decedent's accounts.

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What is decedent questionnaire?

A decedent questionnaire is a form used to collect detailed information about a deceased person's estate, including their assets, debts, and any relevant personal details necessary for the administration of their estate.

Who is required to file decedent questionnaire?

The executor or administrator of the estate, or sometimes the beneficiaries, are typically required to file a decedent questionnaire as part of the probate or estate administration process.

How to fill out decedent questionnaire?

To fill out a decedent questionnaire, the filer should gather all relevant information about the decedent's assets, liabilities, and personal details, and then complete the form accurately, following any specific instructions provided by the jurisdiction.

What is the purpose of decedent questionnaire?

The purpose of the decedent questionnaire is to provide the court or estate administrator with essential information about the decedent's estate, facilitating the probate process and ensuring all necessary documentation is collected.

What information must be reported on decedent questionnaire?

The decedent questionnaire must report information such as the decedent's full name, date of death, Social Security number, details of assets and liabilities, beneficiary information, and any other pertinent estate details.

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