Probate Information


Thank you so much for contacting our law office! Please read the privacy policy below, and then fill out this form in its entirety prior to our consultation.


Privacy Policy

All information received from a client is strictly confidential. Our firm takes every step possible to protect your privacy. The data submitted via this form is encrypted and secured using industry-standard 256-bit SSL encryption.


If you have any questions, please don't hesitate to contact our law office. We look forward to working with you!

Contact information

Emails
*
Upon submission, a copy of this form will be sent to the primary email.
Add email
Addresses
Add address
Phone numbers
Add phone number

(name most often used to title property and accounts)

(name most often used to title property and accounts)

(other names used to title property and accounts)

(Prior to Nursing Home or Hospital)

For each child, grandchild or beneficiary, please select “Yes” and fill out the following information.

For each advisor, please select “Yes” and fill out the following information.

Please list all income/asset/liability information in the appropriate section below.

Please list any interest in real estate including the family residence, vacation home, time-share, or vacant land.

TYPE: List separately only major personal effects such as, jewelry, collections, antiques, furs, and all other valuable non business personal property (indicate type below and give a lump sum value for miscellaneous, less valuable items.).

TYPE: Checking Account “CA”, Savings Account “SA”, Certificates of Deposit “CD”, Money Market “MM” (indicate type below). Do not include IRA’s or 401(k)’s here

TYPE: List any and all stocks, bonds, or mutual funds owned by the deceased. If held in a brokerage account, lump them together under each account.

TYPE: Term, whole life, split dollar, group life, annuity.


ADDITIONAL INFORMATION: Insurance company, type, face amount (death benefit), whose life is insured, who owns the policy, the current beneficiaries, who pays the premium, and who is the life insurance agent.

TYPE: Pension (P), Profit Sharing (PS), H.R. 10, IRA, SEP, 401(K). 


ADDITIONAL INFORMATION: Describe the type of plan, the plan name, the current value of the plan, and any other pertinent information.

TYPE: General and Limited Partnerships, Sole Proprietorships, privately owned corporations, professional corporations, oil interests, farm and ranch interests.


ADDITIONAL INFORMATION: Give a description of the interests, who has the interest, the deceased’s ownership in the interests, and the estimated value of the interests.

TYPE: Mortgages or promissory notes payable to deceased, or other moneys owed to deceased.

TYPE: Gifts or inheritances that the deceased expected to receive at some time in the future; or moneys that the deceased anticipated receiving through a judgment in a lawsuit. Describe in appropriate detail.

Location and Other Details

Automobiles, Boats, RVs etc.

TYPE: Other property is any property that the deceased had that does not fit into any listed category. (Examples include digital assets, tax return, mineral interests, other insurance policies, miscellaneous benefits, etc.)

Please list all debts owed by the decedent, including the amount owed at the time of their death. (Examples include credit cards, automobile loans, home loans, doctor’s bills, etc.)

Death Certificate

Copy of Paid Funeral Bill

Copies of Any Real Estate Deed

Copies of Any Vehicles Titles

Copies of Any Bills

Last Will and Testament

Copies of Last Year’s Tax Return for Decedent

When you are finished, please click the “Submit” button.