Probate Client Questionnaire 

We are sorry to hear of your loss.  If you will please fill in the following form to the best of your ability, it will help guide us through this difficult time.  Don't worry if you cannot fill out every blank.  Please don't enter any financial information into this questionnaire.  We will go over the assets of the estate during our initial consultation.

Your Information
In this section we will ask about your information. In a later section you will enter information regarding the deceased.
Name *
Name
Phone *
Phone
Address *
Address
Decedent Information
In this section that we will ask you some questions about the deceased.
Deceased Name *
Deceased Name
Please enter the full legal name.
Marital Status *
What was the deceased's marital status at death
Deceased Address
Deceased Address
Date of Birth *
Date of Birth
Date of Death *
Date of Death
Place of Death
Place of Death
Is there a Will?
Is there a Will, a Trust or any other Estate Planning Documents?
Was the deceased a member of the Armed Forces of the United States?
Deceased's Family
In this section, we will ask for some information regarding the deceased's family. Please answer the best you can. You can use the box at the end of the form to add additional information.
Spouse's Name
Spouse's Name
Please enter the name of the deceased's spouse if any.
Child 1 Name
Child 1 Name
Please enter the name of any children
Child 1 Address
Child 1 Address
Child 2 Name
Child 2 Name
Please enter the name of any children.
Child 2 Address
Child 2 Address
Child 3 Name
Child 3 Name
Please enter the name of any children.
Child 3 Address
Child 3 Address
Child 4 Name
Child 4 Name
Please enter the name of any children.
Child 4 Address
Child 4 Address
Child 5 Name
Child 5 Name
Child 5 Address
Child 5 Address
Please list the names of any of the deceased's siblings.
If they are still alive, please list the names of the deceased's parents.
Have any of the deceased's children passed away?
Any relatives disabled or in need of special care?
Is there anyone else that you think may have an interest in the estate?