Probate Intake Questionnaire
Probate Intake Questionnaire
YOUR CONTACT INFORMATION
Please provide your contact information as the person seeking probate assistance.
Your First Name
*
Your Last Name
*
Your Email Address
*
Your Phone Number
*
Your Relationship to Decedent
*
Select...
Spouse
Child
Parent
Sibling
Grandchild
Niece/Nephew
Named Executor
Beneficiary
Creditor
Other
Your Address
City
State
DECEDENT INFORMATION
Decedent's First Name
*
Decedent's Middle Name
Decedent's Last Name
*
Also Known As (other names used)
Date of Death
*
Place of Death (City, State)
*
Decedent's Last Address
City
County
*
Decedent's Social Security Number (last 4 digits)
Decedent's Date of Birth
Decedent's Marital Status at Death
*
Select...
Single
Married
Divorced
Widowed
Domestic Partnership
SURVIVING SPOUSE INFORMATION
Spouse's First Name
Spouse's Last Name
Spouse's Current Address
Spouse's Phone Number
WILL AND TRUST INFORMATION
Did the decedent leave a Will?
*
Yes
No
Not Sure
Date of Will
Do you have the original Will?
Yes
No
Named Executor in Will
Did the decedent have a Trust?
Yes
No
Not Sure
HEIRS AND BENEFICIARIES
Please list all potential heirs (children, parents, siblings) and named beneficiaries.
Add Heir/Beneficiary
ESTATE ASSETS
Please provide estimates to help determine the appropriate probate procedure.
Estimated Total Value of Estate
*
Select...
Under $184,500
$184,500 - $500,000
$500,000 - $1,000,000
$1,000,000 - $3,000,000
Over $3,000,000
Unknown
Real Property (Real Estate)
Yes
No
Add Property
Types of Assets (check all that apply)
Bank Accounts
Investment Accounts
Retirement Accounts (401k, IRA)
Life Insurance
Vehicles
Business Interests
Personal Property
DEBTS AND LIABILITIES
Are there known debts?
*
Yes
No
Not Sure
Types of Debts (check all that apply)
Mortgage
Credit Cards
Medical Bills
Taxes
Personal Loans
Other
Estimated Total Debts
URGENT MATTERS
Please indicate any time-sensitive issues requiring immediate attention.
Are there any urgent matters? (check all that apply)
Pending eviction from decedent's property
Foreclosure proceedings
Ongoing business requiring management
Court deadlines or pending litigation
Tax deadlines
Need immediate access to funds
Please explain any urgent matters:
PRIOR PROCEEDINGS
Has any probate proceeding been started?
Yes
No
Case Number
Court Name
Current Status
ADDITIONAL INFORMATION
What type of probate assistance are you seeking?
Full probate administration
Summary/simplified probate
Small estate affidavit
Spousal property petition
Consultation only
Not sure - need guidance
Is there anything else we should know?
How did you hear about us?
Select...
Google Search
Friend or Family
Another Attorney
Social Media
Other
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