Probate Questionnaire

Probate

Your full name (First, Middle Initial, Last)

Your relationship to the Decedent

Your physical address:

Street Address Address Line 2 City State ZIP Code

Your mailing address (if different from above):

Street Address Address Line 2 City State ZIP Code

Your primary phone number:

Your alternate phone number (if any):

Your email address:

Full Name of the Decedent (First, Middle, Last)

Any other names or aliases used by the Decedent

On what date did the Decedent pass away?

What is the Decedent's Date of Birth?

How old was the Decedent when he/she died?

In what County (not country) was Decedent living when he/she passed away?

If the Decedent owned real property in any state or county other than the county identified above, please list the state and county of all such real property

Did the Decedent have a Last Will and Testament?

Date of the Last Will and Testament

Are there any Codicils (Amendments) to the Will?

Identify the Decedent's spouse (including a partner in a civil union), children, heirs, and/or devisee

Full Name

Address

Age (only if a minor)

Relationship to Proposed Ward

To add more entries, select the plus sign to the right of the last column. A “Devisee” is any individual named in Decedent’s Last Will and Testament to receive a gift.

Do you wish to nominate yourself as the Personal Representative?

(The Personal Representative is the person who will administer the estate)

Full name of Personal Representative (First, Middle Initial, Last)

Nominee's relationship to the Decedent

Nominee's current physical address

Street Address Address Line 2 City State ZIP Code

Nominee's current mailing address (if different from above)

Street Address Address Line 2 City State ZIP Code

Nominee's primary phone number

Nominee's alternate phone number (if any)

Nominee's email address

List all known assets of the Decedent

Description of Asset

Estimated Value

For example, real property, bank accounts, pensions, insurance, retirement accounts. This will allow us to determine which assets need to be resolved within the probate proceeding.