New Probate/Trust Administration Client Questionnaire

What’s Included:

✔ Decedent’s Information – Full legal name, date of death, last known address, and will/trust details.
✔ Personal Representative Details – Information on the executor or administrator, including contact details and relationship to the decedent.
✔ Heirs & Beneficiaries – Names, relationships, and contact information of those entitled to inherit.
✔ Estate Assets & Debts – A structured section for listing real estate, bank accounts, investments, personal property, and outstanding debts.
✔ Legal & Tax Considerations – Space for details on creditor claims, pending lawsuits, and tax obligations.

Why You Need This Questionnaire:

✅ Save Time – Quickly collect all necessary information in a structured format.
✅ Improve Client Communication – Helps clients understand what details are needed for probate.
✅ Ensure Accuracy – Reduces errors and missing information, preventing unnecessary delays.
✅ Attorney-Designed – Created with estate law professionals in mind for maximum efficiency.

📥 Instant Download – Fillable & Ready to Use
Make probate intake simple—Download your New Probate Client Questionnaire today!