Follow the steps to complete the questionnaire online.

1. Begin by pressing the ‘Get Form’ button to access the MI Plachta Murphy & Associates Confidential Probate Questionnaire. This action will allow you to load the form in your preferred online editor.
2. In the first section, titled 'Decedent’s Information', accurately enter the full name of the decedent, their address at the time of death, the date of death, and the decedent's Social Security number.
3. Next, move to the 'Personal Representative' section. Fill in the name of the personal representative, their phone number, address, Social Security number, date of birth, driver’s license number, email address, and relationship to the decedent.
4. Proceed to the 'Family Matters' section. Here, provide the full name and date of birth of the spouse, if applicable. Proceed to list all living children of the decedent, including their full legal names, dates of birth, addresses, phone numbers, and Social Security numbers. Include any deceased children and, if they have surviving children, their details as well.
5. Complete the 'Assets' section by documenting all relevant assets. Include safety deposit boxes, bank and credit union accounts, IRAs, life insurance, mortgage insurance, stocks and bonds, real estate, business interests, automobiles, cash on hand, and any valuable personal property.
6. Fill in the 'Debts' section by entering details about any credit cards, real estate loans, and other debts associated with the decedent. Provide the name of the creditor, account number, address, and approximate debt owed at the time of death.
7. Lastly, review the 'Documents to Bring to Meeting with Legal Counsel'. Make a checklist of important documents to prepare, which will assist your legal counsel in processing the probate matters.
8. After reviewing all entered information for accuracy, save your changes, then you can download or print the completed questionnaire. Alternatively, share the form as needed.

Start filling out the MI Plachta Murphy & Associates Confidential Probate Questionnaire online today!