Probate Questionnaire

Probate Questionnaire

Contact Information

Your Name

Street Address

City

State

ZIP)

Phone

Your Email (required)

Decedent’s Information

Name

Date of Death

Did Decedent have a Last Will and Testament?
YesNo

If so, do you have the original Last Will and Testament?
YesNo

Do you have an original Death Certificate?
YesNo

Do you have a copy of the Funeral Bill?
YesNo

Did the decedent have any credit card debt, unpaid medical bills or any other unpaid bills?
YesNo

Was the decedent married on date of death?
YesNo

If so

Did the decedent have any living children on date of death?
YesNo

Did the decedent have any living children under the age of 18 years?
YesNo

Initial Asset Inventory

Pick One:

What would be the most convenient time for us to contact you?

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