Estate Planning & Probate Intake Form

Estate Planning & Probate Intake Form

Please provide your personal and legal details to help us prepare your estate documents.
Full Name

First NameLast Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Marital Status
Do you have children?
Please list the ages of your children (if any)
Which estate planning documents are you interested in?

Other
Briefly describe your goals or concerns for your estate plan
Which of the following assets will need to be addressed? (select all that apply)
Who should be your primary contact for your estate matters (if different from yourself)?
How did you hear about our law firm?
PROBATE
Did the person who passed away leave a will?
To the best of your knowledge, are all heirs and beneficiaries in agreement about how the estate should be handled?
Note: Our firm handles uncontested probate matters. This helps us confirm we're the right fit for your situation.
Has a probate case already been opened with the court?
ESTATE PLANNING
Which of the following assets will need to be addressed? (select all that apply)
Should be Empty:

PROBATE