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  • PROBATE CASE CLIENT INTAKE FORM

    If you don't have all this information right now, don't worry. You can save this form and return to complete it later. Very few questions are mandatory. You can also upload a copies of documents (like bank statements) instead of typing out details. The drop-and-drag link to upload documents is at the end of this form. We will need a certified death certificate, the legal services agreement and a deposit of $1,500 to start the process.
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  • ASSETS

    There are Probate Assets and Non-Probate Assets. Among these, we break it down further into Real Estate, Cash Assets, and Non-Cash assets. Some assets may transfer outside of Probate. All non-cash assets over a certain amount, such as stocks and real property, must be appraised by a Probate Referee.
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    Probate Deposit Product Image
    Probate DepositA deposit of $1,500 (fifteen hundred) is required. This amount is used for payment of publication notices, postage, court filing fees, and for certified copies of documents. Payment may be made by check, cash, credit card or money order. Credit card charges incur a fee of 3.5%. Bank transfers incur a fee of 1.0%. Payment may also be mailed to: LAW OFFICES OF KATHLEEN SIEMONT 701 SOUTHAMPTON RD., #211, BENICIA, CA 94510
    $1,500
      
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