Probate Intake Questionnaire
What we need to open the estate.
For a family settling a loved one's estate. Gathers the decedent, the heirs, the assets and the debts so the case can be filed without a dozen follow-up calls.
Time needed
About an hour
This form is available in English and Spanish. Use the language switch at the top of the page.
Have these in front of you
- The death certificate
- The original will and any codicils, if there are any
- Recent statements for bank, investment and retirement accounts
- Deeds, vehicle titles and insurance policies you can find
- Recent bills and credit card statements
About your privacy
This form does not ask for Social Security numbers or full account numbers, even though the court will eventually need some of them. Bring those to your consultation or give them to the office by phone. Put the last four digits in the account fields if it helps you keep them straight.
The printed and downloadable versions are the firm's complete forms and do ask for those numbers, because the court and the agencies need them. Write them on the paper copy and bring it with you, or call the office. Please do not send those numbers through this website or by email.
How would you like to do this?
All three end up in the same place. Pick whichever suits you; there is no wrong one, and you can switch at any point.
Fill it out online
Guided, one section at a time, with plain-language help on the hard questions. It saves as you go, so you can stop and come back.
Download, fill it in, send it back
A PDF you can type into on your own computer and save. When you are done, send it back through the upload box below.
Download the fillable PDFPrint it blank
Prefer pen and paper? Print it, write your answers, and bring it to your consultation or scan it back to us.
Open the print versionSend back a completed form
Finished the PDF on your own computer? Send it here. This upload is encrypted and goes straight to the firm, which is why we ask you to use it instead of email.
If you filled in Social Security or account numbers, those are not copied out of the file. The office will ask you for them directly, so you do not need to send them any other way.
Ready to protect your family's future?
The 30-minute phone consultation is free. Answer a few quick questions and we'll match you with the right attorney for your situation. Bilingual. No obligation.
