Get Probate Intake Form - Estate Planning Attorney Probate

Filling out the probate intake form is an important step in the estate planning process. This guide will help you understand each section of the form, ensuring you provide the necessary information accurately and efficiently.

Follow the steps to complete the probate intake form successfully.

1. Click the ‘Get Form’ button to obtain the probate intake form and open it in your preferred document editor.
2. Begin with the 'Decedent’s Information' section. Fill in the name, social security number, date of birth, date of death, and address of the decedent. Make sure to include the place of death and details regarding the will, if available.
3. In the 'Family Beneficiaries' section, list the decedent's spouse and children. Provide their addresses, social security numbers, and contact details. If there are additional beneficiaries, you may use a separate sheet to include their information.
4. Proceed to the 'Assets' section. Indicate whether the decedent had a safe deposit box. For real estate, provide addresses, county, and how the property is titled. Include the date of death value.
5. Continue with stocks, bonds, and government bonds. For each asset, indicate how it is titled, the location of the certificates or bonds, and the date of death values. Use separate sheets if needed.
6. Fill in the information about bank accounts, mortgages, insurance, and vehicles. Ensure you provide all relevant details similar to previous sections and use additional sheets as necessary.
7. Gather the required documents listed at the end of the form, such as the death certificate and last will, and ensure they are attached when submitting the form.
8. Review all the information you have entered to confirm it is accurate and complete. Once you are satisfied, save your changes and choose to download, print, or share the filled-out form.

Start filling out your probate intake form online today for a smoother estate planning process.