Fiduciary Client Questionnaire
Estate/Trust Name
*
Executor/Trustee Name
*
First
Last
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Email
*
example@example.com
Tax Year
*
Please type tax year that questionnaire applies to.
Did the personal representative's name change during the year?
*
Yes
No
Did the personal representative's address or email change during the year?
*
Yes
No
Were there any changes in beneficiaries during the year (name, address, etc.)?
*
Yes
No
Did the beneficiaries receive distributions (income or other assets) in 2025?
*
Yes
No
Did the estate or trust receive any foreign income or pay any foreign taxes?
*
Yes
No
Does the estate or trust have any foreign financial account(s) or any other foreign activities or associations?
*
Yes
No
Did the estate or trust receive income from more than one state in 2025?
*
Yes
No
Did the estate or trust own property in more than one state in 2025?
*
Yes
No
Did the estate or trust start a business, purchase a rental property, acquire an interest in a partnership, or S corporation or trust?
*
Yes
No
Did the estate or trust dispose of any business or rental assets (furniture, equipment, vehicles, real estate, etc.)?
*
Yes
No
Did the estate or trust purchase or dispose of any real estate stock, bonds, or other investment properties in 2025?
*
Yes
No
Did the estate or trust have any securities that became worthless or loans that became uncollectible?
*
Yes
No
If you have an overpayment of 2025 taxes, do you want the excess applied to your 2026 estimated tax (instead of being refunded)?
*
Yes
No
Do you expect your 2026 taxable income and withholdings to be different from 2025?
*
Yes
No
Is 2025 the last year the estate or trust will be filing an income tax return?
*
Yes
No
May the IRS discuss this return with the preparer?
*
Yes
No
Did you receive any correspondence from the IRS or a state taxing agency?
*
Yes
No
Did the estate or trust receive, use, or dispose of any virtual currency?
*
Yes
No
Submit
Should be Empty: