Get Estate (probate) Intake Questionnaire - Cedaveylaw.com

The estate (probate) intake questionnaire is an essential document for initiating the probate process. This guide provides an easy-to-follow approach to filling out the form online, ensuring that you provide all necessary information accurately and efficiently.

Follow the steps to complete the intake questionnaire successfully.

1. Press the ‘Get Form’ button to obtain the questionnaire and open the document for editing.
2. Begin filling in the details for the 'Name of decedent' section. Clearly state the full name of the deceased individual.
3. Provide the permanent residence address at the time of death, including city, county, state, and ZIP code.
4. Enter the date of birth and date of death of the decedent.
5. Fill in the social security number of the decedent.
6. Indicate whether the decedent was ever on Medicaid or Medicare by circling 'Yes' or 'No' for each.
7. If applicable, provide the location of the will and codicil, along with their respective dates.
8. List the personal representative's details, including their name, address, date of birth, social security number, telephone number, and relationship to the decedent.
9. If applicable, enter the details of an alternate personal representative in the respective section.
10. Fill in the beneficiaries or heirs at law. Start with the decedent’s spouse and proceed to list children and any other beneficiaries.
11. Document all assets owned by the decedent, including real estate, stocks, bank accounts, and vehicles, providing necessary values and titles.
12. List all debts owed by the decedent, detailing the creditor's name, type of debt, and amount owed.
13. Answer any additional questions, such as whether any of the decedent's children are disabled.
14. Gather and prepare the necessary documents listed at the end of the questionnaire.
15. Review the completed questionnaire for accuracy, save changes, and choose to download, print, or share the form as needed.

Start filling out the estate (probate) intake questionnaire online today for a smoother probate process.