Probate Questionnaire

"*" indicates required fields

Name of Decedent*

First Last

Decedent's Date of Death*

Decedent's Date of Birth*

Decedent's Social Security Number*

Decedent's Driver's License Number*

Location and Owner of Any Safe Deposit Box (and keys) in which Decedent Stored Property*

Person Applying to be Executor/Administrator*

First Last

Executor/Administrator's Social Security Number*

Executor/Administrator's Driver's License Number*

Decedent's Address at Date of Death*

Street Address City State ZIP Code

Decedent's Permanent Residence at date of Death*

Street Address City State ZIP Code

Name of Surviving Spouse (if any)

First Last

Address of Surviving Spouse (if any)

Street Address City State ZIP Code

List Each Marriage of the Decedent, How Each Ended (death or divorce), When Each Ended, and Children Born to, or Adopted during Each Marriage.*

Provide a Copy of All Marital (Partition) Agreements Executed by Decedent

Max. file size: 32 MB.

Provide a Copy of All Divorce Decrees in which Decedent was a Party

Max. file size: 32 MB.

Name and Address of Surviving Children (if any)

Names of Deceased Children and Dates of Death (and Names of surviving Issue of any Deceased Children)

If Decedent Died Testate

Date of Will (and Codicils, if any)

Addresses and Phone Numbers of all Named Beneficiaries

If Decedent Died Intestate

Name and Address of Spouse, Children, and other Lineal Descendants

If There Are No Lineal Descendants the Name and Address of Parents, Siblings, and other Collateral Relatives

Property Owned by Decedent at Date of Death:

Mark all items that were owned by decedent prior to marriage or that were received by Decedent during the Marriage by gift or inheritance.

Real Estate, for each tract, provide the following:

Copy of Deed.

Max. file size: 32 MB.

Copy of Most Recent Tax Statement.

Max. file size: 32 MB.

Copies of Mortgage Information (if any).

Max. file size: 32 MB.

Copies of Applicable Leases Affecting the Land including Mineral Leases.

Max. file size: 32 MB.

Personal Property provide the following:

Bank and Brokerage Accounts:

Copy of Monthly Statements Covering the Date of Death.

Max. file size: 32 MB.

Copies of all Signature Cards or “Account Opening: Agreements.

Max. file size: 32 MB.

Life Insurance (in which the Decedent had an Ownership Interest:

Copies of Policies.

Max. file size: 32 MB.

Copies of Beneficiary Designations.

Max. file size: 32 MB.

Contact Information for Beneficiaries.

Max. file size: 32 MB.

Life Insurance (that are payable due to Decedent’s Death):

Copies of Policies.

Max. file size: 32 MB.

Copies of Beneficiary and Ownership Designations.

Max. file size: 32 MB.

Stocks and Bonds:

Copies of all Stocks and Bonds held by Decedent in Certificate form (not in a brokerage account).

Max. file size: 32 MB.

Vehicles:

Copies of all Original Titles.

Max. file size: 32 MB.

Mortgages or Notes:

Copies of any Notes Evidencing Money Owned to the Decedent along with Amortization Schedules and Documents Reflecting Security Interests (if any).

Max. file size: 32 MB.

Miscellaneous:

Descriptions (and valuations, if any) of all other Assets Owned by Decedent (including collections such as art, coins stamps, dolls, etc.)

Max. file size: 32 MB.

Debts:

Descriptions of all Debts Owed by Decedent (credit cards, mortgages, etc.)

Max. file size: 32 MB.

Provide copies of:

Provide Copies of all Gift Tax Returns filed by Decedent or his Spouse(s).

Max. file size: 32 MB.

Provide Copies of Decedent’s Personal Income Tax Returns for the Last Three Years.

Max. file size: 32 MB.

Provide Copies of any Trust Agreements in which the Decedent was the settlor/grantor, trustee or beneficiary.

Max. file size: 32 MB.

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