Excess Funds Claim-Probate Intake (Heirs)

Excess Funds Claim-Probate Intake (Heirs)

Please fill out the following details accurately to assist evaluating the probate claim for surplus/excess funds.
Full Name of Claimant / Heir*

First NameLast Name
Relationship to the Deceased*
Phone Number*
Please enter a valid phone number.
Email Address*
example@example.com
Mailing Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Are you working with a Third-Party Asset Recovery Company (TPA)?*

YesNo
TPA Name & Contact
Foreclosed / Tax Sale Property Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Do you know if surplus/excess funds are being held?*

YesNoUnsure
County/Trustee holding funds
Approximate Amount
Full Legal Name of Deceased*

First NameLast Name
Date of Death (MM/DD/YYYY)*

MonthDayYear
Date
Last Known Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
County where property is located
Was Decedent a Georgia resident at the time of his/her death?

YesNo
If not a GA resident, where was their residency?
County where deceased passed away
Did the deceased leave a will?*

YesNoUnsure
Do you have the original signed will in your possession?

YesNoUnsure
If not, do you know where it is located?
Who has been named as Executor in the will (if listed)?
Upload a copy of the will (PDF/JPG/PNG)

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Has anyone contested the will or threatened to contest it?

YesNoUnsure
If Yes, please explain
Has an estate already been opened in probate court?*

YesNoUnsure
County (and State) of Probate
Case Number (if known)
Name of appointed Administrator/Executor
If yes, Upload Letters of Administration / Letters Testamentary

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Are there any known debts/creditors of the deceased?*

YesNoUnsure
List known creditors and amounts (if known)
List surviving heirs (spouse, children, or other close relatives)*
Are all heirs in agreement with pursuing a surplus funds claim?*

YesNoUnsure
If No/Unsure, please explain
Are there any disputes among heirs about inheritance or the property?*

YesNo
If Yes, please explain
Has anyone else contacted you about claiming these funds (individual/company/attorney)?*

YesNo
If Yes, please provide details
Upload Photo ID (front) of the person completing this form

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Upload Death Certificate (if available)

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Upload any notices from county/trustee about surplus funds

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Acknowledge: Probate services are only in connection with surplus funds and only after review*

I acknowledge
Acknowledge: Probate fees deducted from recovered surplus funds (no upfront fees)*

I acknowledge
Acknowledge: Information is true and complete*

I acknowledge
Acknowledge: Permission to contact via phone/email/text*

I acknowledge
Signature*

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Date*

MonthDayYear
Date
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