Probate Intake Questionnaire

  • General Information

  • Decedent Information

  • Personal Representative Information

    The person or entity who will manage the legal affairs.
  • Children's Guardian Designation (For children under age 18 who are a direct beneficiary of the estate) - (Two persons may serve as long as they are married)

  • Durable Power of Attorney Designation?

    A durable power of attorney gives the person(s) named the power to sign another's name if they are not able to do so. For instance, it can be used to sign a deed or tax return, or to make gifts of your property.
  • Other beneficiaries

    Other individuals or groups of individuals who would have an interest in the estate.
  • Assets

    All property titled in the decedent's sole name without co-owners or payable-on-death and beneficiary designations. They commonly include bank accounts, investment accounts, stocks, bonds, vehicles, boats, airplanes, business interests, and real estate.
  • Real Estate

  • Stocks & Bonds

  • Bank Accounts

  • Money Market Accounts Or Certificates of Deposit

  • U.S. Government Savings Bonds (E,EE, H)

  • Insurance on Decendent's Life

  • Annuities