Probate Intake Questionnaire

Did anyone refer you to us?
YesNo

If yes, whom may we thank?

General Information

Client Full Legal Name

Preferred Name

Citizen of US
YesNo

If not a citizen of the US, what country are you a citizen of?

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Date of Birth

Cell Phone

Relationship to Decedent

Best method of contact

Decedent Information

Decedent Full Legal Name

Was Decedent a Citizen of US?
YesNo

If not a citizen of the US, what country are you a citizen of?

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Date of Birth

Date of Death

Location of Will (If applicable)

Date of Will

Personal Representative Information

The person of entity who will manage the legal affairs.

Name of Personal Representative

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Personal Representative (1)

Name of Personal Representative

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Personal Representative (2)

Name of Personal Representative

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Personal Representative (3)

Name of Personal Representative

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

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)

1st Guardian(s)

Name of Guardian

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

2nd Guardian(s)

Name of Guardian

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

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 returnm or to make gifts of your property.

1st Power of Attorney

Name

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

2nd Power of Attorney

Name

Relation

Phone

Address

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Other Beneficiaries

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

Please list who else could 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.

Is there a safety deposit box?
YesNo

Real Estate

Address 1

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Address 2

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Address 3

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Address 4

Street Address

Address Line 2

City

State

Zip/Postal Code

Country

Stocks & Bonds

Company 1

Name of Company

Type of Security

How Titled

Location of Certificate

Date of Death Value

Company 2

Name of Company

Type of Security

How Titled

Location of Certificate

Date of Death Value

Company 3

Name of Company

Type of Security

How Titled

Location of Certificate

Date of Death Value

Bank Accounts

Bank Account 1

Bank Name

Account Number

How Titled

Date of Death Value

Bank Account 2

Bank Name

Account Number

How Titled

Date of Death Value

Bank Account 3

Bank Name

Account Number

How Titled

Date of Death Value

Bank Account 4

Bank Name

Account Number

How Titled

Date of Death Value

Bank Account 5

Bank Name

Account Number

How Titled

Date of Death Value

Money Market Accounts Or Certificates of Deposit

Institution 1

Name Of Institution

Account Number

How Titled

Date of Death Value

Institution 2

Name Of Institution

Account Number

How Titled

Date of Death Value

Institution 3

Name Of Institution

Account Number

How Titled

Date of Death Value

Institution 4

Name Of Institution

Account Number

How Titled

Date of Death Value

Institution 5

Name Of Institution

Account Number

How Titled

Date of Death Value

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

How Titled

Location of Bonds

To Be Cashed

Insurance on Decendent's Life

Company 1

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Company 2

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Company 3

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Annuities

Company 1

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Company 2

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Company 3

Company Name

Policy Number

Beneficiaries Named

Location of Policy

Date of Death Value

Vehicles

Please provide a list of the types involved in the estate.

Miscellaneous

Personal Property

Documents Needed By This Office

If you can please provide our office with Death Certificates, Paid Funeral Bill, Real Estate Deeds, Copies of Any Bills/ Creditors Addresses, & a Last Will & Testament.

Upload Your Documents

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(407) 636-4066

info@finitylaw.com

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Practice Areas

Probate Intake Questionnaire

General Information

Address

Decedent Information

Address

Personal Representative Information

Address

Personal Representative (1)

Address

Personal Representative (2)

Address

Personal Representative (3)

Address

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)

1st Guardian(s)

Address

2nd Guardian(s)

Address

Durable Power of Attorney Designation?

1st Power of Attorney

Address

2nd Power of Attorney

Address

Other Beneficiaries

Assets

Real Estate

Address 1

Address 2

Address 3

Address 4

Stocks & Bonds

Company 1

Company 2

Company 3

Bank Accounts

Bank Account 1

Bank Account 2

Bank Account 3

Bank Account 4

Bank Account 5

Money Market Accounts Or Certificates of Deposit

Institution 1

Institution 2

Institution 3

Institution 4

Institution 5

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

Insurance on Decendent's Life

Company 1

Company 2

Company 3

Annuities

Company 1

Company 2

Company 3

Vehicles

Miscellaneous

Documents Needed By This Office

Schedule a Consultation With Our Orlando Law Firm