Get the free Probate Intake Form - Barbara A. Puestow

PROBATE INFORMATION-INTAKE FORM I. DECEDENT A. Name(s) B. Residence City County State C. Post Office Address (if different) D. Spouse Living Deceased When? Anti-vax Proceeding for Deceased Spouse

How to fill out probate intake form

How to fill out probate intake form:

1. Begin by gathering all necessary information and documents related to the probate case, such as any wills, death certificates, and asset information.
2. Open the probate intake form and carefully read through each section to understand what information is required.
3. Fill in personal information, including the deceased person's full name, date of birth, date of death, and social security number.
4. Provide contact information, such as your name, address, phone number, and email address.
5. Specify whether you are the executor or administrator of the estate.
6. Indicate the court in which the probate case will be filed and any relevant case numbers.
7. Describe the nature of the assets involved in the probate case, including real estate, bank accounts, investments, and personal property.
8. State whether the deceased person had a will or trust, and provide details if applicable.
9. Answer any additional questions or sections on the intake form, such as any outstanding debts or claims against the estate.
10. Review the completed probate intake form for accuracy and completeness before submitting it to the appropriate court.

Who needs probate intake form:

1. Executors or administrators of an estate who are required to initiate the probate process.
2. Attorneys and legal professionals assisting with probate cases.
3. Individuals or beneficiaries involved in the probate process who are requested to provide information about the deceased person's assets and estate.

For pdfFiller’s FAQs

What is probate intake form?

Probate intake form is a document used to collect information about an estate and the deceased individual's assets and debts.

Who is required to file probate intake form?

The executor or personal representative of the deceased person's estate is required to file the probate intake form.

How to fill out probate intake form?

The probate intake form can be filled out by providing accurate information about the deceased person's assets, debts, beneficiaries, and other relevant details.

What is the purpose of probate intake form?

The purpose of probate intake form is to provide the court with necessary information to begin the probate process and distribute the deceased person's assets.

What information must be reported on probate intake form?

Information such as the deceased person's name, date of death, assets, debts, beneficiaries, and any existing will or trust must be reported on the probate intake form.

How do I edit probate intake form online?

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