PREPARATION OF ESTATE TAX RETURN
OUR GOAL—YOUR Complete Satisfaction and UnderstandingShould you order this document from Spiegel & Utrera, P.A., Spiegel & Utrera, P.A., will incorporate your basic information into a draft document that will be conveyed to you for your review and make reasonable changes upon request.
What do some of these terms mean? Click here for a Glossary.
Select which tax return you need prepared.
Preparation of Federal Estate Tax Return
Preparation of State Estate Tax Return
The Following Information Must Be Completed For All Inquiries (Then Submit Your Request At The Bottom Of This Page)
Name:	*required
City:
State:
Telephone:	*required
Cellular Phone:
Fax:
Email:	*required
Relationship to Decedent:
Decedent's Name:
Date of death:
Residence at time of death (city):
Residence at time of death (county):
Residence at time of death (state):
Decedent's State of Domicile:
Other, Please Describe:
Did the deceased have a Last Will & Testament?	Yes  No
If so, please enter the information requested below. If not, please answer the next applicable section.
Name of the Executor or Executrix:
Executor or Executrix City:
Executor or Executrix State:
Executor or Executrix's Relationship to Testator or Testatrix:
Executor or Executrix's Telephone:
Value of Estate Please enter the current approximate gross fair market value of the decedent's real and personal property in dollars.
Description of Property Enter a description of the Property of the deceased. Be specific. Do not capitalize the first word and do not use a period at the end of the sentence. Complete the following sentence: The Property which belonged to decedent is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Decedent], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Decedent]")
Did the Deceased have a Trust Instrument?	Yes  No
What is the Address of the Trust?
Trust Street:
Trust City:
Trust State:
Trust Zip Code:
What is the Name of the Trustee?
What is the Address of the Trustee?
Trustee Street:
Trustee City:
Trustee State:
Trustee Zip Code:
Trustee's Relationship to Testator or Testatrix:
Trustee's Telephone:
Value of Trust Assets Please enter the current gross fair market value of the Trust Assets in dollars.
Description of Trust Assets Enter a description of the Trust Assets. Be specific. Do not capitalize the first word and do not use a period at the end of the sentence. Complete the following sentence: The Assets which belong to the Trust is described as follows:
(for example: "a deposit account with ______ Bank, held in the name of [Name of Decedent], account number ______" (or) "all securities, stocks, bonds and other accounts held with the brokerage house of [Name of Brokerage], owned by [Name of Decedent]")
Name of the Trust Beneficiaries Enter the name or names of the person(s) who is/are principal or income Beneficiaries of the Trust:
	Type the word in the image to validate
Please click on any item, complete the additional information requested and click submit and your request will automatically be emailed to Spiegel & Utrera, P.A. You can expect a reply from Spiegel & Utrera, P.A., within four business hours.