ONLINE GENERAL PROBATE INTAKE FORM

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General Probate Intake form

GENERAL PROBATE INTAKE FORM

INFORMATION OF PERSON FILLING OUT THIS FORM

Your First Name

Your Middle Name

Your Last Name

Your Phone/Mobile

Your Email Address

Relationship to Decedent

GENERAL INFORMATION OF THE DECEDENT

The Decedent’s Name

Date of Death

Residential Address at Time of Death

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Did Decedent leave a Last Will and Testament?

Yes

Last Will and Testament

Location of Will

Date of Will

Personal Representative Named in Will

First Name

Middle Name

Last Name

Personal Representative’s Residential Address

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

OTHER BENEFICIARIES OF

BENEFICIARY #1

Beneficiary #1 First Name

Beneficiary #1 Middle Name

Beneficiary #1 Last Name

Relationship To Decedent #1

Beneficiary #1 Address

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Is minor?

Yes

Date of Birth Of

BENEFICIARY #2

Beneficiary #2 First Name

Beneficiary #2 Middle Name

Beneficiary #2 Last Name

Relationship To Decedent #2

Other Beneficiaries #2 Address

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Is minor?

Yes

Date of Birth Of

BENEFICIARY #3

Beneficiary #3 First Name

Beneficiary #3 Middle Name

Beneficiary #3 Last Name

Relationship To Decedent #3

Beneficiary #3 Address

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Is minor?

Yes

Date of Birth Of

KNOWN CREDITORS OF

Creditor Name	Amount Owed

SAFE DEPOSIT BOX

Location

REAL ESTATE

PROPERTY ADDRESS #1

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Country

PROPERTY ADDRESS #2

Address Line 1

Address Line 2 (add county too)

City

State

Zip Code

Country

BANK ACCOUNTS

BANK ACCOUNT #1

Bank Name

Date of Death Value

Account Number

Account Type

BANK ACCOUNT #2

Bank Name

Date of Death Value

Account Number

Account Type

BANK ACCOUNT #3

Bank Name

Date of Death Value

Account Number

Account Type

OTHER FINANCIAL ASSETS (LIFE INSURANCE, STOCKS, BONDS, NOTES PAYABLE, ANNUITIES, ETC.)

FINANCIAL INSTITUTION #1

Financial Institution

Date of Death Value

Account Number

Account Type

FINANCIAL INSTITUTION #2

Financial Institution

Date of Death Value

Account Number

Account Type

VEHICLES

Vehicles

Make	Model	Year	D.O.D. Value	VIN

DOCUMENTS TO PROVIDE TO YOUR ATTORNEY:

DEATH CERTIFICATE

PAID FUNERAL BILL

LAST WILL AND TESTAMENT (ORIGINAL)

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OTHER INFORMATION YOU WOULD LIKE YOUR ATTORNEY TO KNOW

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ONLINE GENERAL PROBATE INTAKE FORM

GENERAL PROBATE INTAKE FORM

HERE TO SERVE OUR CLIENTS' ESTATE PLANNING, PROBATE, ASSET PROTECTION, SPECIAL NEEDS PLANNING,
AND LONG-TERM CARE PLANNING NEEDS FOR DECADES TO COME.

LINKS

CONTACT US

+1 840 841 25 69

Hi, I'm available to chat.
Click in the button below or request a call back.

Paul J Monsanto

ONLINE GENERAL PROBATE INTAKE FORM

GENERAL PROBATE INTAKE FORM

HERE TO SERVE OUR CLIENTS' ESTATE PLANNING, PROBATE, ASSET PROTECTION, SPECIAL NEEDS PLANNING, AND LONG-TERM CARE PLANNING NEEDS FOR DECADES TO COME.

LINKS

CONTACT US

+1 840 841 25 69

Hi, I'm available to chat. Click in the button below or request a call back.

Paul J Monsanto

HERE TO SERVE OUR CLIENTS' ESTATE PLANNING, PROBATE, ASSET PROTECTION, SPECIAL NEEDS PLANNING,
AND LONG-TERM CARE PLANNING NEEDS FOR DECADES TO COME.

Hi, I'm available to chat.
Click in the button below or request a call back.