Probate Intake Form

Probate Intake Form
Name

First NameLast Name
Address
Telephone
Spouse's Name
Address
Telephone
Decendent Died on: Date at (place):
Is there a will or a trust for the estate Yes No
Character and estimated value of the property of the estate:
Personal property:
Annual gross income:
Real property:
Encumbrances:
Decedent was served by:

SpouseRegistered Domestic PartnerNo SpouseNo Registered Domestic PartnerChild
Survived by:

SpouseRegistered Domestic PartnerNo SpouseNo Registered Domestic PartnerChild
Descendant

Descendant was [ ] was not survived by a stepchild or foster child or children who have been adopted by decedent but for a legal barrier:
Name relationships to decedent, ages, and addresses, so far as known to or reasonably known of all persons mentioned in decedent's will or any codicil, whether living or deceased: all persons named or checked in items 2, 5, 6, and 7; and all beneficiaries of a trust named in decedent's will or any codicil in which the trustee and personal representative are the same person.
Number of decedent fields

12345
Name
Address AgeRelationship
Name Relationship Age Address
Name Relationship Age Address
Name Relationship Age Address
Name Relationship Age Address
Please list the assets of the Estate (i.e. real property, vehicles, timeshares, boats or off roadvehicles, bank accounts, stocks, bonds, IRA or other retirement accounts).
Press "Enter" to enter a new line
Was the decedent on Medical Yes No
Has the decedent or other family members ever served time in prison or jail Yes No
Have taxes been filed and does the decedent owe the IRS or the State any money Yes No
Notary fees are charged at $15 per notarization when applicable.
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Probate Intake Form
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