Your Contact Information

Full Name *

Phone *

Email

Client Information

Address

Decedent Information

Decedent's Full Name *

Decedent's Address

Date of Death

Will

Did the decedent have a will? If yes, please bring a copy to your consultation.

Yes No

Spouse

Was the decedent married at the time of death?

Yes No

Spouse Name

Spouse Address

Beneficiaries

Beneficiary #1

Name

Relation to Decedent

Address

Is this beneficiary a minor?

Yes No

Beneficiary #2

Name

Relation to Decedent

Address

Is this beneficiary a minor?

Yes No

Beneficiary #3

Name

Relation to Decedent

Address

Is this beneficiary a minor?

Yes No

Beneficiary #4

Name

Relation to Decedent

Address

Is this beneficiary a minor?

Yes No

Executor

Executor Name

Does the executor owe money to the decedent?

Yes No

Real Property

Property #1

Address

Estimated Value

Joint Rights of Survivorship?

Yes No

Property #2

Address

Estimated Value

Joint Rights of Survivorship?

Yes No

Bank Accounts

Account #1

Bank

Account Type

Estimated Value

Joint Rights of Survivorship?

Yes No

Payable on Death?

Yes No

Account #2

Bank

Account Type

Estimated Value

Joint Rights of Survivorship?

Yes No

Payable on Death?

Yes No

Account #3

Bank

Account Type

Estimated Value

Joint Rights of Survivorship?

Yes No

Payable on Death?

Yes No

Account #4

Bank

Account Type

Estimated Value

Joint Rights of Survivorship?

Yes No

Payable on Death?

Yes No

Personal Property

Item

Value

Item

Value

Item

Value

Item

Value

Item

Value

Item

Value

Item

Value

Item

Value

Vehicle Identification Numbers

VIN #1

VIN #2

VIN #3

VIN #4

Costs

Funeral Cost

Funeral Paid By

Court Costs

Court Costs Paid By

Debts

Debt #1

Debtor / Creditor

Amount

Paid By

Debt #2

Debtor / Creditor

Amount

Paid By

Debt #3

Debtor / Creditor

Amount

Paid By

Debt #4

Debtor / Creditor

Amount

Paid By

Additional Notes

Notes

Estate Probate Intake Form

Your Contact Information

Client Information

Decedent Information

Will

Spouse

Beneficiaries

Executor

Real Property

Bank Accounts

Personal Property

Vehicle Identification Numbers

Costs

Debts

Additional Notes

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