Get Information Sheet

This guide provides a clear and comprehensive approach to filling out the Information Sheet online. Whether you are a personal representative, guardian, conservator, or filing for a minor, this step-by-step instruction will support you in completing the form accurately and efficiently.

Follow the steps to successfully complete the Information Sheet

1. Press the ‘Get Form’ button to access the Information Sheet. This will allow you to open the form in an online editor.
2. Begin by filling in the case type code at the top of the form. Consult the list of Probate Case Type Codes provided at the back of the form to identify the correct code.
3. Enter the filing date in the designated field dated format.
4. In the 'Case Heading' section, write 'In the Estate of' followed by the relevant details of the deceased individual.
5. Proceed to the 'Parties' section, ensuring to indicate the party type correctly (e.g., Petitioner, Deceased, Minor). If additional parties need to be added, attach a separate sheet.
6. For each party listed, fill in their last name, first name, and middle name as requested. Ensure all names are accurate as they appear on official documents.
7. Provide the complete address for each party, including city, state, and zip code.
8. Fill in the date of birth (DOB) and social security number (SSN) for each party, checking for accuracy in format and digits.
9. For the submitted by field, enter your contact number and the party you represent, including their bar ID if applicable.
10. Review all fields to ensure that they are complete and accurate. Save your changes regularly as you fill out the form.
11. Once you have filled out the Information Sheet, you can download, print, or share the completed form as necessary.

Start completing your Information Sheet online today for a smooth filing experience.