Follow the steps to complete the questionnaire successfully.

1. Click ‘Get Form’ button to begin accessing the questionnaire in your preferred format.
2. In the first section, fill out the decedent’s information, including their full name, address at the time of death, date of death, and Social Security number.
3. Proceed to the personal representative section. Here, you’ll need to provide your name, phone number, address, Social Security number, date of birth, driver’s license number, email address, and your relationship to the decedent.
4. Next, complete the family matters section. You are required to provide detailed information about the spouse, living children, deceased children, and their surviving descendants if applicable.
5. In the assets section, list the decedent's assets in various subcategories, such as safety deposit boxes, bank accounts, life insurance, and real estate. Be sure to include the necessary details for each asset, such as institution names, addresses, account numbers, and balances.
6. Once you have input all asset information, move to the debts section. Document any credit card debts, real estate loans, and other liabilities by providing the creditor's name, account number, and approximate debt amounts.
7. In the final section, list the documents you need to bring to your meeting with legal counsel. Items include deeds, vehicle titles, insurance policies, wills, and the certified copy of the death certificate.
8. After reviewing and ensuring all information is accurate, save your changes to the document, and if needed, download, print, or share the completed questionnaire.

Begin the process of filling out the MI Plachta Murphy & Associates Confidential Probate Questionnaire online today.