Probate & Estate Administration Intake Form

Bold labels and indicate required information.

Probate / Administration Of An Estate

Did the decedent leave a will?

If yes, do you have a copy of the will?

Are you named as the executor or administrator in the will?

Did the decedent have any children?

Is there anyone not listed above (including charitable organizations) who is named as a beneficiary of the will, if any?

Have other attorneys worked on this matter?

Estate Planning

Do you now have a will?

Life insurance?

Retirement plan?

Do you own a business?

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