Get the free Initial Intake Questionnaire-Probate - Wickert Law Office

Probate Initial Intake Questionnaire NAME AND ADDRESSES Your Name(s): Mailing Address: Telephone Nos.: (Work) (Home) (Cellular) Email Address: Your Relation to the Deceased: IDENTITY OF DECEASED Name

How to fill out initial intake questionnaire-probate

To fill out an initial intake questionnaire-probate, follow the steps below:

1. Start by carefully reading through the questionnaire. Familiarize yourself with the questions and the purpose of each section.
2. Gather all relevant documents and information before you begin. This may include the deceased person's will, death certificate, any existing trusts, bank statements, and other financial documents.
3. Begin filling out the questionnaire by providing basic information about the deceased person such as their full name, date of birth, date of death, and any known aliases.
4. Proceed to answer the questions related to the deceased person's family background, including their marital status, children, and any previous marriages or divorces.
5. Move on to provide information about the deceased person's assets. This may include real estate properties, vehicles, bank accounts, investments, and any other valuable possessions. Be sure to include account numbers, approximate values, and any associated liabilities.
6. Answer questions related to the deceased person's debts, including mortgages, loans, credit card balances, and any outstanding taxes.
7. Provide details about any existing wills or trusts that the deceased person may have created before their passing. Include the names of the individuals involved, the appointed executor or trustee, and any specific instructions or requests outlined in these legal documents.
8. If applicable, answer questions regarding any potential beneficiaries, heirs, or individuals who may have a claim to the estate.
9. Finally, review your answers thoroughly to ensure accuracy and completeness. Make any necessary corrections or additions before submitting the completed intake questionnaire-probate.

Who needs an initial intake questionnaire-probate?

The initial intake questionnaire-probate is typically required by probate attorneys, legal firms specializing in estate planning, or individuals appointed as executors or administrators of an estate. It helps gather essential information about the deceased person's assets, debts, and legal documents, which is crucial for probate proceedings and estate administration.

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What is initial intake questionnaire-probate?

The initial intake questionnaire-probate is a form used to gather information about the deceased, the assets in the estate, and the potential heirs or beneficiaries.

Who is required to file initial intake questionnaire-probate?

The executor or personal representative of the deceased's estate is required to file the initial intake questionnaire-probate.

How to fill out initial intake questionnaire-probate?

The initial intake questionnaire-probate can be filled out online or in person at the probate court. It requires information about the deceased, their assets, and potential heirs.

What is the purpose of initial intake questionnaire-probate?

The purpose of the initial intake questionnaire-probate is to provide the probate court with essential information to begin the probate process and determine the rightful heirs.

What information must be reported on initial intake questionnaire-probate?

The initial intake questionnaire-probate typically requires information about the deceased's personal and financial affairs, including details about their assets and potential heirs.