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Probate Questionnaire

Name of Decedent
First Last
Address at time of death
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Do they have a death certificate?
- Yes
- No
Date of birth
MM slash DD slash YYYY
Place of birth
Date of death
MM slash DD slash YYYY
Place of death
Social Security Number
Spouse
First Last
Date of birth
MM slash DD slash YYYY
Social Security Number
Heirs / Interested Parties
Please include name, address, relationship and (for minors) date of birth
Will
Is there a Last Will?
- Yes
- No
If yes, date of will
MM slash DD slash YYYY
Is there a separate writing or listing of personal property to be distributed to certain people, other than the Will itself?
- Yes
- No
Person named in Will as Executor/Personal Representative
Proposed Personal Representative
Home Phone
Work Phone
Cell Phone
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email
Social Security Number
Financial Information
Probate Assets
Homestead
(approximate)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Legal Description
**Provide a copy of the Deed when the deceased took title to the property
Other Real Estate
(approximate)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Legal Description
**Provide a copy of the Deed when the deceased took title to the property
Cash
Provide Bank, Account/CD No, and Balance at Date of Death
Stocks, Bonds, Securities & Investments
Other (vehicles, boats, etc. & approximate value)
Non-Probate Assets (These are assets in joint tenancy with someone else, or having a beneficiary or payable upon death to another person)
Joint Tenancy Real Estate
(approximate)
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Legal Description
Joint Tenancy Bank Accounts
Provide Bank, Account/CD No, and Balance at Date of Death
Life Insurance
Company
Amount
Beneficiaries
Other
Approximate Indebtedness
(notes, loans, credit cards, etc.)
Total Debt

Probate Questionnaire

Probate Questionnaire

Will

Financial Information