Intestate Successors:
Beneficiaries where there is no will
a) If the deceased died without a will, list the names, addresses, telephone numbers, and birth dates of the following persons:
Spouse, adult interdependent partners, and children; if a child of the deceased has died before the deceased, list the children of that deceased child (the deceased’s grandchildren). (If more room is needed, you can attach a separate page at the end):
Spouse Information
Name of Spouse
First Name
Middle Name
Last Name
Address of Spouse
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
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Adult Interdependent Partner Information
Name of Adult Interdependent Partner
First Name
Middle Name
Last Name
Address of Adult Interdependent Partner
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Back
Next
Child #1 Information
Name of Child
First Name
Middle Name
Last Name
Address of Child
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Add second child information
Child #2 Information
Name of Child
First Name
Middle Name
Last Name
Address of Child
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Add third child information
Child #3 Information
Name of Child
First Name
Middle Name
Last Name
Address of Child
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Deceased's Parents
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b) If there are no surviving spouse or adult interdependent partner, children, or grandchildren, then provide the following information of the deceased’s parents:
Deceased's Father's Information
Name of Deceased's Father
First Name
Middle Name
Last Name
Address of Deceased's Father
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Deceased's Mother's Information
Name of Deceased's Mother
First Name
Middle Name
Last Name
Address of Deceased's Mother
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Back
Next
c) If there are no surviving parents, then provide the following information of the deceased’s brothers and sisters and their respective children. (If more room is needed, you can attach a separate page at the end):
Sibling #1 Information
Name of Deceased's Sibling
First Name
Middle Name
Last Name
Address of Deceased's Sibling
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Add a second sibling
Sibling #2 Information
Name of Deceased's Sibling
First Name
Middle Name
Last Name
Address of Deceased's Sibling
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Add a third sibling
Sibling #3 Information
Name of Deceased's Sibling
First Name
Middle Name
Last Name
Address of Deceased's Sibling
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Birth date or date of death
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have capacity to make decisions respecting financial matters?
Yes
No
If the person lacks capacity, is this person represented by either an attorney or trustee?
Yes - by an attorney
Yes - by a trustee
No
Full Legal Name
First Name
Middle Name
Last Name
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Date of Birth
-
Month
-
Day
Year
Date
Email Address
example@example.com
Does this person have the legal capacity to be served?
Yes
No
Attach a separate page
Attach a separate page here if needed to supply additional information:
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