Probate Questionnaire

  • 1.































  • 2.

  • 3.





















































  • 4.

  • 5.



























  • 6. BENEFICIARIES OR HEIRS AT LAW:



























  • DECEDENT'S CHILDREN:



































































































































  • OTHER BENEFICIARIES (INCLUDE LIVING SIBILINGS AND LIVING PARENTS):















































































  • 7. ASSETS:





    A digital asset is digitally stored content or an online account owned by an individual.
    Digital content includes individual files such as images, photos, videos, and text files. It also includes other digital content (perhaps as data in a database). These assets are stored either on a device owned by an individual (“locally”) or on devices accessed via the Internet (“in the cloud”), often as part of a service offered by a third party and governed by a contact with the individual. Some online accounts can be considered assets in and of themselves and have value to an estate. There are email accounts, social media profiles (such as YouTube or Flickr), social networking profiles (such as Facebook), and many others. These are also governed by a contact between the service provider and the individual.



















































  • STOCKS & BONDS

  • Bank Accouts

  • MONEY MARKET ACCOUNTS OR CERTIFICATES OF DEPOSIT:

  • U.S. GOVERNMENT SAVINGS BONDS (E, EE, H):



  • MORTGAGES AND NOTES (RECEIVABLE):































  • INSURANCE ON DECEDENT'S LIFE:

  • ANNUITIES:

  • VEHICLES

  • DEBTS:

    Please list all debts owed by the decedent, including the amount owed at the time of their death. (Example of debts would be credit cards, automobile loans, home loans, doctor’s bills, etc.)




























































  • 8. OTHER QUESTIONS:





  • 9. DOCUMENTS NEEDED BY THIS OFFICE:









  • PERSONAL REPRESENTATIVE:









  • UNDER PENALTY OF PERJURY, I SWEAR OR AFFIRM THAT THE INFORMATION PROVIDED IS TRUE AND ACCURATE TO THE BEST OF MY INFORMATION AND BELIEF.












What Our Clients Say

Three gold stars for all of you. You worked hard for us. We really appreciate all you have done for us. We had a lot going on and with your help we finally got it together. You all know what you are doing. Our thanks to all of you.

Past Client

Comprehensive and flexible approach to estate planning. Easy to work with.

C.E.

Kathleen and her team made the process of setting up our wills very easy! Thanks for giving us great peace of mind!

S.C.
powered by BirdEye