Probate Prep Questionnaire

Your Information

Name(Required)

First Last

Email(Required)

Phone(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Relation to Deceased(Required)

U.S. Citizen(Required)

Yes

If you have been named as executor in the will or desire to be named administrator of the decedent’s estate, please answer the following questions

Are you at least 18 years of age?

Yes

Have you ever been convicted of a felony or a crime involving dishonesty?

Yes

Have you ever been found to be incapacitated or incompetent by a judge or jury?

Yes

Do you know of any reason why you are not qualified to serve as administrator?

Yes

Please explain:

DECEDENT’S INFORMATION

Name

Prefix First Middle Last Suffix

Also Known As (a/k/a) Name(s):

Date of Birth:

U.S. Citizen

Yes

Social Security Number:

Date of Death:

Location (County & State) of Death:

Address at Time of Death

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Employer at Time of Death

Marital Status at Death

Was the decedent ever married to anyone else?

List Previous Spouses:

Did the decedent have children with more than one person? Please explain:

Did the decedent have any minor children?

Yes

If so, who is their guardian?

If available, please attach a copy of the decedent’s death certificate.

Max. file size: 50 MB.

WILL AND/OR TRUST

Did the decedent leave a will?

Yes

Do you have access to the original?

Yes

Do you have access to a copy?

Yes

Who was named as executor/personal representative?

Did the decedent have a trust?

Yes

Do you have access to a copy?

Yes

Who is the current trustee (not the decedent)?

If the decedent had a will or trust, please upload here

Drop files here or

Max. file size: 50 MB.

EXECUTOR/PERSONAL REPRESENTATIVE’S INFORMATION

Only complete this section if the executor/personal representative is someone other than yourself.

Name

First Last

Phone

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Relation to Deceased

CURRENT TRUSTEE’S INFORMATION

Only complete this section if the trustee is someone other than yourself.

Name

First Last

Phone

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Relation to Deceased

SURVIVING FAMILY MEMBERS

Please list all of the decedent’s family members (including spouse, children, any child placed for adoption, grandchildren, parents, and siblings.) that were living at the time of decedent’s death. If the decedent had children with more than one person, please indicate the other parent of each child listed below.

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Current Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

PREDECEASED FAMILY MEMBERS

Please list all of the decedent’s family members (including spouse, children, grandchildren, parents, and siblings) who died before the decedent. If the decedent had children with more than one person, please indicate the other parent of each child listed below.

Name

First Last

Relationship

Date of death

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Date of Death

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Age

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Date of Death

Do you have additional family members to list?

Yes

Name

First Last

Relationship

Date of Death

WILL BENEFICIARIES

If there is a will, please list any additional people or entities that were listed as beneficiaries in the will.

Name

First Last

Relationship

Current Mailing Address (if applicable)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Age

Date of Death (if applicable)

Do you have additional beneficiaries to list?

Yes

Name

First Last

Relationship

Current Mailing Address (if applicable)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Age

Date of Death (if applicable)

Do you have additional beneficiaries to list?

Yes

Name

First Last

Relationship

Current Mailing Address (if applicable)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Age

Date of Death (if applicable)

Do you have additional beneficiaries to list?

Yes

Name

First Last

Relationship

Current Mailing Address (if applicable)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Age

Date of Death (if applicable)

Do you have additional beneficiaries to list?

Yes

Name

First Last

Relationship

Current Mailing Address (if applicable)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Age

Date of Death (if applicable)

DECEDENT’S ASSETS

List all assets owned by the decedent at the time of death, including all real estate, bank accounts, retirement accounts, life insurance, annuities, business interests, trusts, stocks and bonds, vehicles, boats, valuable personal property (e.g., art, jewelry, and collectibles), oil and gas royalties, and any debts or monies owed to the decedent.

Real Estate

List description, location, owner, estimated value, approx. date acquired. *For assets that have a title document, like a real estate deed or motor vehicle title, please put exactly what the title document says.

Bank Accounts

List description, location, owner, estimated value, approx. date acquired

Retirement Accounts

List description, location, owner, estimated value, approx. date acquired

Life Insurance

List description, location, owner, estimated value, approx. date acquired

Annuities

List description, location, owner, estimated value, approx. date acquired

Business Interests

List description, location, owner, estimated value, approx. date acquired

Trusts

List description, location, owner, estimated value, approx. date acquired

Stocks & Bonds

List description, location, owner, estimated value, approx. date acquired

Vehicles/Boats

Valuable Personal Property (e.g., art, jewelry, and collectibles)

List description, location, owner, estimated value, approx. date acquired

Oil & Gas Royalties

List description, location, owner, estimated value, approx. date acquired

Debts or Monies owed to decedent

List description, location, owner, estimated value, approx. date acquired

Other

List description, location, owner, estimated value, approx. date acquired

DECEDENT’S LIABILITIES

List all debts, expenses, and other financial obligations of the decedent at the time of death, including mortgages, outstanding credit card balances, unpaid medical bills, etc.

Outstanding Liabilities

Include description, location, creditor, unpaid amount and approximate origination date.

DECEDENT’S TAXES

Have all state and federal tax returns been filed for the last year of the decedent’s life?

Did the decedent hire someone to prepare his/her tax returns each year?

Yes

Tax Preparer Name

First Last

Company

Phone

Mailing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Additional Notes