Confidential
Probate / Succession Worksheet
Personal Information
First Name *
Last Name *
Birthday *
Phone Type
Please select one
Mobile
Work
Home
Other
Phone Number *
Email *
Street Address 1 *
City *
State *
Postal Code *
Details about the Deceased Person
Full Name of Deceased *
Date of Death *
State of Residence at Time of Death *
Parish of Domicile at Time of Death *
Is there a Will? *
Yes
No
Enter the Location of the Will
Your relationship to the Deceased *
Has a succession or probate been opened already? *
Yes
No
Children of the Decedent
How Many Children of the Deceased? *
Did the Decedent have step children? *
Yes
No
Deceased Children? *
Please select one
No
Yes
Minor Children? *
Please select one
No
Yes
Disabled Children? *
Please select one
No
Yes
Enter Any Comments About Children
Spouse(s) of the Decedent
Was the Decedent married at the time of death? *
Yes
No
Spouse's Full Name
Spouse's Mobile Phone Number
Was the Decedent married more than once? *
Yes
No
Did the Decedent have a Separate Property or Marital Agreement with a Surviving Spouse? *
Yes
No
Enter any comments about prior spouses
Rate Your Concerns
Avoiding or reducing your estate taxes. *
Extremely Important
Somewhat Important
Not Important
Reduce administration costs at time of your death *
Extremely Important
Somewhat Important
Not Important
Avoiding will contests or other disputes *
Extremely Important
Somewhat Important
Not Important
Preserving the privacy of affairs in case of disability or at time of death from business competitors, dishonest persons and curiosity seekers *
Extremely Important
Somewhat Important
Not Important
Protecting children’s inheritance from the possibility of failed marriages *
Extremely Important
Somewhat Important
Not Important
Protecting children’s inheritance in the event of a surviving spouse’s remarriage *
Extremely Important
Somewhat Important
Not Important
Important Family Questions
Are the whereabouts of all the heirs or legatees known? *
Yes
No
Are there family dynamics that may cause any heir or legatee to become uncooperative? *
Yes
No
Do you expect the succession to be contested or challenged by anyone? *
Yes
No
Can you identify all assets with sufficient detail? *
Yes, I know the location of all assets and can describe assets and values with sufficient detail
No, I need court authority to locate or identify assets
Property Information
Estimated Net Worth of Deceased *
Less than $125,000
$125,000 - $300,000
$300,000 - $900,000
$1,000,000 - $5,000,000
$5,000,000 - 11,500,000
$11,500,000+
Does the net worth number include your home? *
Yes
No
What is the approximate value of the home? *
Less than $125,000
$125,000 - $300,000
$300,000 - $900,000
$1,000,000+
Did Not Own Home
Did the Decedent own real estate other than a home?
Yes
No
Did the Decedent own any closely held business interest? *
Yes
No
Did the Decedent own any investment or rental real estate? *
Yes
No
Did the Decdent own any life insurance or annuities? *
Yes
No
Did the Decedent own any retirement accounts? *
Yes
No
Does anyone owe the Decedent money? *
Yes
No
Did the Decedent expecting any inheritance, gift, or lawsuit judgment? *
Yes
No
Is the estate of the Decedent solvent (more assets than liabilities)? *
Yes
No
Did the Decedent have any Separate Property (property owned prior to marriage, or received by donation or bequest during marriage)? *
Yes
No
Please enter any additional comments, or describe any other items you would like to discuss
Submit