Probate Questionnaire

Intake - Probate

EXECUTOR INFORMATION

(The Executor is in charge of executing the terms of the Will and is named in the Will)

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)


BENEFICIARIES (OTHER THAN THOSE LISTED ABOVE)


FUNERAL EXPENSES

FUNERAL EXPENSES

ASSETS & DEBTS OF THE DECEDENT

FUNERAL EXPENSES

(Please provide copy of funeral bill and paid invoice)




INFORMATION ABOUT THE WITNESSES

(The witnesses listed in the Will must sign affidavits)


DOCUMENTS NEEDED

(Please provide us all of the following documents)
(Please provide us all of the following documents)

1. Death Certificate (ORIGINAL with raised seal)

2. Will (ORIGINAL signatures)

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

4. Birth Certificates of any Non-Marital Children

5. Signed Retainer Agreement

6. This Completed Form