Estate Administration Questionnaire

Intake - Estate Administration

INFORMATION ABOUT THE DECEDENT

INFORMATION ABOUT THE DECEDENT'S SPOUSE

INFORMATION ABOUT THE DECEDENT'S CHILDREN & OTHER RELATIVES

WE NEED INFORMATION OF THE FOLLOWING INDIVIDUALS

Children

  • Including adopted, out of wedlock children and children from previous marriages.
  • Please note that if any of the children are deceased, we will need to know the date of death of the deceased child and information about the child's children (the decedent's grandchildren).

Grandchildren

  • Only if the grandchild's parent died before the decedent; otherwise we do not need information about the grandchildren.

IF THERE IS A WIFE OR CHILDREN OR GRANDCHILDREN, STOP HERE! IF NOT, PLEASE PROVIDE THE FOLLOWING INFORMATION:

Parents

  • IF THERE ARE LIVING PARENTS, STOP HERE! IF NOT, PLEASE PROVIDE THE FOLLOWING INFORMATION:

Siblings (Brothers or Sisters)

  • Please note that if any of the siblings are deceased, we will need to know the date of death of the deceased sibling and information about the sibling's children.

Nieces/Nephews

  • Only if the niece's/nephew's parent died before the decedent; otherwise we do not need information about the nieces/nephews.

IF THERE ARE LIVING SIBLINGS OR NIECES OR NEPHEWS, STOP HERE! IF NOT, PLEASE PROVIDE THE FOLLOWING INFORMATION:

Grandparents

  • Please note that if any of grandparents are deceased, we will need to know the date of death of the deceased grandparent and information about the grandparent's children (i.e. aunts and uncles of the decedent).

Aunt/Uncles

  • Only if the aunt's/uncle's parent died before the decedent; otherwise we do not need information about the aunt/uncle.

Cousins

  • Only if the cousin's parent died before the decedent; otherwise we do not need information about the cousin.

(If non-marital, need copy of birth certificate)


(If non-marital, need copy of birth certificate)


(If non-marital, need copy of birth certificate)


(If non-marital, need copy of birth certificate)


(If non-marital, need copy of birth certificate)


ASSETS & DEBTS OF THE DECEDENT

FUNERAL EXPENSES

(Please provide copy of funeral bill and paid invoice)




DOCUMENTS NEEDED

(Please provide us all of the following documents)

1. Death Certificate (ORIGINAL with raised seal)

2. Divorce Decree (COPY) if decedent divorced at time of death.

3. Funeral Bill & Paid Invoice (COPY)

4. Birth Certificates of any Non-Marital Children

5. Signed Retainer Agreement

6. This Completed Form

Brooklyn Office°

2620 E. 18th Street, Suite 2
Brooklyn, NY 11235
(718) 989-9629

Bronx Office*

2010 Williamsbridge Rd.
Bronx, NY 10461
(347) 923-3880

Dutchess Office*

42 Catherine Street
Poughkeepsie, NY 12601
(845) 208-9238

Manhattan (Downtown)*

222 Broadway, 19th Floor
New York, NY 10007
(212) 365-0934

Manhattan (Harlem)*

8 W 126th Street
New York, NY 10027
(212) 365-0934

Nassau Office*

225 Franklin Avenue, Suite 325
Great Neck, NY 11021
(516) 558-0045

Putnam Office*

Use Rockland, Dutchess or
Westchester Office
(845) 208-9238|

Queens Office*

3537 36th Street
Astoria, NY 11106
(718) 554-5652

Rockland Office*

3 E Evergreen Road
New City, NY 10956
(845) 208-9238

Staten Island Office*

307 Sand Lane
Staten Island, NY 10305
(718) 554-5687

Suffolk Office*

445 Broad Hollow Rd., Suite 25
Melville, NY 11747
(631) 306-0057

Westchester Office*

199 Main Street, 4th Floor
White Plains, NY 10601
(914) 274-2045

Essex Office*

16 Orange Street
Bloomfield, NJ 07003
(973) 528-0285

Disclaimer

° Principal Office
* By Appointment Only

Monmouth Office*

50 US Highway 9 North 125
Morganville, NJ 07751
(732) 474-6410

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OUR CONTACT INFORMATION

CALL US TOLL FREE: (800) 517-5240
EMAIL US: info@ylevinlaw.com

Our 13 office locations are listed below.  We have 11 offices in New York (6 offices in New York City, 2 in Long Island, 3 in Lower Hudson Valley) and 2 offices in New Jersey.

NEW YORK CITY

BROOKLYN OFFICE°°°
2620 E.18th Street, Suite 2
Brooklyn, NY 11235
(718) 989-9629

BRONX OFFICE***
2010 Williamsbridge Rd.
Bronx, NY 10461
(347) 923-3880

MANHATTAN OFFICE (DOWNTOWN)***
222 Broadway, 19th Floor
New York, NY 10007
(212) 365-0934

MANHATTAN OFFICE (HARLEM)***
8 W 126th Street
New York, NY 10027
(212) 365-0934

QUEENS OFFICE***
3537 36th Street
Astoria, NY 11106
(718) 554-5652

STATEN ISLAND OFFICE***
307 Sand Lane
Staten Island, NY 10305
(718) 554-5687

LONG ISLAND

NASSAU COUNTY OFFICE***
1225 Franklin Avenue, Suite 325
Great Neck, NY 11021
(516) 558-0045

SUFFOLK  COUNTY OFFICE***
445 Broad Hollow Rd., Suite 25
Melville, NY 11747
(631) 306-0057

LOWER HUDSON VALLEY

DUTCHESS COUNTY OFFICE***
42 Catherine Street
Poughkeepsie, NY 12601
(845) 208-9238

ROCKLAND COUNTY OFFICE***
3 E Evergreen Road
New City, NY 10956
(845) 208-9238

WESTCHESTER COUNTY OFFICE***
199 Main Street, 4th Floor
White Plains, NY 10601
(914) 274-2045

NEW JERSEY

ESSEX COUNTY OFFICE***
16 Orange Street
Bloomfield, NJ 07003
Telephone #: (732) 474-6410

MONMOUTH COUNTY OFFICE***
50 US Highway 9 North 125
Morganville, NJ 07751
(732) 474-6410

°°° Principal Office.
*** By Appointment Only. Office space shared with attorneys or rented from non legal-professionals.


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