Probate Intake Form

BEFORE YOUR CALL

Fill this out before your Probate Starter Call. It gives Melissa everything she needs to make your time together productive. It takes about 10 minutes.

1. Your Information

What is your full legal name?(Required)

First Last

What is your phone number?(Required)

What is your email address?(Required)

What is your mailing address?(Required)

Street Address City State ZIP Code

2. About the Person Who Passed Away

What is the full legal name of the person who passed away?(Required)

First Last

What was their date of death?(Required)

What was their home address at the time of death?(Required)

Street Address City State ZIP Code

Did they own any real estate?(Required)

What is the address of the property or properties they owned?(Required)

What is the estimated value of everything they owned (total estate)?(Required)

Did they have a valid will?(Required)

Who is named as executor in the will?(Required)

Is this person willing to serve as executor?(Required)

Do you have the original copy of the will?(Required)

Do you happen to know the date listed on the will?(Required)

What is the date listed on the will(Required)

Spouse Information

Were they married at the time of their death?(Required)

What is the spouse’s full legal name?(Required)

First Middle Last

Did the spouse pass away before them?(Required)

Spouse’s date of death(Required)

Heirs & Family

How many heirs (children, spouse, or others who may inherit) are there?(Required)

Heir #1: What is this heir’s full legal name?(Required)

First Middle Last

Heir #1: What is their relationship to the person who passed?(Required)

Heir #1: Is this person still living?(Required)

Heir #1: If deceased, what was their date of death?

Heir #1: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #1: What is their phone number (if known)?

Heir #1: What is their email address (if known)?

Heir #1: What is their date of birth (if known)?

Heir #1: Is this person mentally capable of making decisions?

Heir #2: What is this heir’s full legal name?(Required)

First Middle Last

Heir #2: What is their relationship to the person who passed?(Required)

Heir #2: Is this person still living?(Required)

Heir #2: If deceased, what was their date of death?

Heir #2: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #2: What is their phone number (if known)?

Heir #2: What is their email address (if known)?

Heir #2: What is their date of birth (if known)?

Heir #2: Is this person mentally capable of making decisions?

Heir #3: What is this heir’s full legal name?(Required)

First Middle Last

Heir #3: What is their relationship to the person who passed?(Required)

Heir #3: Is this person still living?(Required)

Heir #3: If deceased, what was their date of death?

Heir #3: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #3: What is their phone number (if known)?

Heir #3: What is their email address (if known)?

Heir #3: What is their date of birth (if known)?

Heir #3: Is this person mentally capable of making decisions?

Heir #4: What is this heir’s full legal name?(Required)

First Middle Last

Heir #4: What is their relationship to the person who passed?(Required)

Heir #4: Is this person still living?(Required)

Heir #4: If deceased, what was their date of death?

Heir #4: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #4: What is their phone number (if known)?

Heir #4: What is their email address (if known)?

Heir #4: What is their date of birth (if known)?

Heir #4: Is this person mentally capable of making decisions?

Heir #5: What is this heir’s full legal name?(Required)

First Middle Last

Heir #5: What is their relationship to the person who passed?(Required)

Heir #5: Is this person still living?(Required)

Heir #5: If deceased, what was their date of death?

Heir #5: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #5: What is their phone number (if known)?

Heir #5: What is their email address (if known)?

Heir #5: What is their date of birth (if known)?

Heir #5: Is this person mentally capable of making decisions?

Heir #6: What is this heir’s full legal name?(Required)

First Middle Last

Heir #6: What is their relationship to the person who passed?(Required)

Heir #6: Is this person still living?(Required)

Heir #6: If deceased, what was their date of death?

Heir #6: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #6: What is their phone number (if known)?

Heir #6: What is their email address (if known)?

Heir #6: What is their date of birth (if known)?

Heir #6: Is this person mentally capable of making decisions?

Heir #7: What is this heir’s full legal name?(Required)

First Middle Last

Heir #7: What is their relationship to the person who passed?(Required)

Heir #7: Is this person still living?(Required)

Heir #7: If deceased, what was their date of death?

Heir #7: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #7: What is their phone number (if known)?

Heir #7: What is their email address (if known)?

Heir #7: What is their date of birth (if known)?

Heir #7: Is this person mentally capable of making decisions?

Heir #8: What is this heir’s full legal name?(Required)

First Middle Last

Heir #8: What is their relationship to the person who passed?(Required)

Heir #8: Is this person still living?(Required)

Heir #8: If deceased, what was their date of death?

Heir #8: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #8: What is their phone number (if known)?

Heir #8: What is their email address (if known)?

Heir #8: What is their date of birth (if known)?

Heir #8: Is this person mentally capable of making decisions?

Heir #9: What is this heir’s full legal name?(Required)

First Middle Last

Heir #9: What is their relationship to the person who passed?(Required)

Heir #9: Is this person still living?(Required)

Heir #9: If deceased, what was their date of death?

Heir #9: What is their mailing address?(Required)

Street Address City State ZIP Code

Heir #9: What is their phone number (if known)?

Heir #9: What is their email address (if known)?

Heir #9: What is their date of birth (if known)?

Heir #9: Is this person mentally capable of making decisions?

If Any Heirs Are Deceased

Do any deceased heirs have living children? (e.g., grandchildren of the decedent)(Required)

How many grandchildren are living from those deceased heirs?(Required)

Final Steps

Do you have the death certificate?(Required)

Are you aware of any other probate cases filed for this person?(Required)

Are any heirs minors or disabled and require someone to act on their behalf?(Required)

Is there anything else you’d like us to know?