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Page 8 of 11. Surface Interests and Mineral Interests: (Including residences, rental property decedent owned, time-shares, vacant land, oil and other mineral.
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How to fill out probate intake form
How to Fill Out Probate Intake Form:
01
Start by entering the necessary personal information: Begin by filling out your full legal name, address, phone number, and email address on the probate intake form.
02
Provide details about the deceased individual: Indicate the name, date of birth, and date of death of the deceased person. Mention their relationship to you, whether they are a family member or a close friend.
03
Include information about the executor or administrator: If you have been appointed as the executor or administrator of the deceased's estate, include your name, address, and contact details. If someone else has been appointed, enter their information instead.
04
Identify any existing will or trust: Specify whether the deceased had a valid will or trust in place. Attach a copy of the will or trust document, if available, to the probate intake form.
05
List all assets and liabilities of the estate: In this section, provide a comprehensive overview of the deceased person's assets, such as properties, bank accounts, investments, and personal belongings. Include any outstanding debts or liabilities as well.
06
Indicate any beneficiaries: State the names and contact information of all beneficiaries mentioned in the will or trust. If there are any minor or incapacitated beneficiaries, note their guardians or conservators' details as well.
07
Mention any potential disputes or conflicts: If there are any anticipated disputes or conflicts related to the estate, detail them on the probate intake form. This information will assist the probate court in addressing these matters appropriately.
Who Needs Probate Intake Form:
01
Individuals appointed as executors or administrators: If you have been assigned as the executor or administrator of a deceased person's estate, you are typically required to complete the probate intake form.
02
Beneficiaries and potential heirs: Beneficiaries named in the will or trust, as well as potential heirs, may be required to fill out a probate intake form to provide necessary information about themselves and their relationship to the deceased.
03
Legal professionals and probate courts: Attorneys and probate courts utilize the probate intake form to gather essential details about the deceased person, their estate, beneficiaries, and any potential disputes.
Remember, the specifics regarding who needs to fill out a probate intake form might vary depending on jurisdiction and the complexities of the estate. It is always recommended to consult with a lawyer or the local probate court to determine the exact requirements in your situation.
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What is probate intake form?
Probate intake form is a document used to collect information and details about a deceased person's estate in order to begin the probate process.
Who is required to file probate intake form?
The executor or administrator of the deceased person's estate is required to file probate intake form.
How to fill out probate intake form?
The probate intake form must be completed by providing accurate information about the deceased person's assets, liabilities, and beneficiaries.
What is the purpose of probate intake form?
The purpose of probate intake form is to initiate the probate process and ensure that the deceased person's estate is properly managed and distributed.
What information must be reported on probate intake form?
The probate intake form must include details about the deceased person's assets, debts, beneficiaries, and any existing estate planning documents.
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