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Get Probate Intake Form
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How to fill out the Probate Intake Form online
Filling out the Probate Intake Form online is an essential step in managing the probate and estate administration process. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to successfully complete the Probate Intake Form online.
- Press the ‘Get Form’ button to access the Probate Intake Form and open it in your preferred online editor.
- Enter the name of the decedent in the designated field. Make sure to spell it correctly, as this is crucial for identification.
- Fill in the decedent's address, including city, county, state, and ZIP code. Accuracy in this section is important for legal documentation.
- Provide the date of birth and date of death for the decedent. This information is vital for establishing the timeline of events.
- Input the decedent's Social Security number in the specified field, ensuring that it is free of errors.
- If applicable, include the location of the will and its date. This helps in verifying the decedent's wishes.
- List the personal representative named in the will along with their address, city, state, ZIP code, telephone number, and their relationship to the decedent.
- Fill in details of alternate representatives, if any, similar to the previous step.
- Document all beneficiaries or heirs at law, starting with current spouse details if applicable, followed by the children, listing their names, dates of birth, and addresses.
- Detail all assets, including safe deposit boxes, real estate, stocks, bonds, bank accounts, and any insurance policies. Include specific values and how the assets are titled.
- If there are any vehicles, provide their model, year, how they are titled, and their respective values at the date of death.
- Lastly, review all information entered to ensure accuracy. Once confirmed, you can save changes, download, print, or share the completed form.
Start completing your Probate Intake Form online today to ensure timely processing of your estate.
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Certain assets are exempt from probate in Tennessee, including jointly owned property, life insurance proceeds, and retirement accounts with designated beneficiaries. These types of assets usually pass directly to the surviving owner or beneficiary without going through the probate process. By filling out a Probate Intake Form, you can list all your assets and quickly identify those that may be exempt.
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