• Where did the person live when they died?*
  • Is the family getting along on this estate?*
  • Is anything urgent right now?*
  • Are any of the heirs or beneficiaries under 18?*
  • Can all of the person’s debts be paid from what they left?*
  • About how much did the person own, not counting their home?*
  • Did the person leave a will?*
  • Which best describes the will?*
  • Are you the executor named in the will?*
  • Have you ever been convicted of a felony or of theft?*
  • Did the person receive Medicaid benefits after age 55?*
  • What did the person own?*
  • Is the only real estate the person’s home?*
  • Are there any unpaid debts other than a mortgage or another loan on real estate?*
  • This quiz gives general information, not legal advice. We confirm the right service in your intake call. Our document templates and online system are not a substitute for the advice of an attorney.

  • Should be Empty: