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Get the free PROBATE CLIENT INFORMATION WORKSHEET PART I

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Probate/Administration Intake SheetPERSONAL INFORMATION CLIENT Full Legal Name: FirstMiddleLastFull Address: House No. Street NameCityApt. No. CountyStateZip Wodehouse Phone: (___) ___Work Phone:Cell
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How to fill out probate client information worksheet

01
Start by gathering all necessary personal information of the deceased individual such as full name, date of birth, date of death, and last known address.
02
Fill out information regarding any known assets and liabilities of the deceased including bank accounts, real estate, investments, debts, and insurance policies.
03
Include information about any named beneficiaries or heirs of the deceased individual.
04
Provide details about the appointed executor or personal representative of the estate.
05
Double check all information for accuracy and completeness before submitting the probate client information worksheet.

Who needs probate client information worksheet?

01
Probate attorneys
02
Estate planners
03
Executor or personal representatives of an estate
04
Family members or beneficiaries of a deceased individual
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The probate client information worksheet is a document used to gather important information about a deceased person's assets, liabilities, and beneficiaries.
The executor or administrator of the deceased person's estate is required to file the probate client information worksheet.
The probate client information worksheet should be filled out by providing accurate information about the deceased person's assets, liabilities, and beneficiaries in the designated sections.
The purpose of the probate client information worksheet is to ensure that all necessary information about the deceased person's estate is accurately reported to the probate court.
The probate client information worksheet must include details about the deceased person's assets, such as real estate, bank accounts, investments, and personal property; liabilities, such as debts and mortgages; and beneficiaries, including heirs and other individuals entitled to inherit from the estate.
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