Get Probate Client Intake Form Name Of Decedent ...

This guide provides clear and concise instructions for filling out the probate client intake form, which is essential for initiating probate proceedings. Follow these steps to ensure that you complete the form accurately and efficiently.

Follow the steps to fill out the probate client intake form online.

1. Click the ‘Get Form’ button to access the form and open it for editing.
2. Begin by entering the name of the decedent in the designated field. Ensure that you spell the name correctly as it appears on legal documents.
3. Fill in the address, city, county, state, and zip code of the decedent. Accuracy in this section is critical for legal notifications and documentation.
4. Provide the decedent's date of birth and date of death in the appropriate fields. This information helps establish identity and timelines.
5. Input the decedent's social security number. This information is often required for processing claims and estate evaluations.
6. Indicate the location of the will, if available. Include the date the will was created to establish its relevance.
7. If there is a codicil, provide its location and date as well.
8. Enter the name and contact details of the personal representative named in the will, if applicable.
9. Provide the relationship of the personal representative to the decedent in the designated space.
10. List any beneficiaries or heirs at law, including the decedent's spouse and children, as well as any other beneficiaries and their contact information.
11. Detail information about the decedent's assets, such as real estate properties, bank accounts, and insurance policies, under the respective sections.
12. Review all entered information for accuracy and completeness.
13. Once you have completed the form, you can save the changes, download it for your records, print it, or share it as needed.

Complete your probate client intake form online to initiate the process smoothly.