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Probate Questionnaire
Contact Information
Name
(required)
Address
City, State & Zip
Phone
Email
(valid email required)
Decedent’s Information
Name
Date of Death
Did Decedent have a Last Will and Testament?
Yes
No
If so, do you have the original Last Will and Testament?
Yes
No
Do you have an original Death Certificate?
Yes
No
Do you have a copy of the Funeral Bill?
Yes
No
Did the decedent have any credit card debt, unpaid medical bills or any other unpaid bills?
Yes
No
Was the decedent married on date of death?
Yes
No
If so
Did the decedent have any living children on date of death?
Yes
No
Did the decedent have any living children under the age of 18 years?
Yes
No
Initial Asset Inventory
Pick one
None
Will prepared within past 5 years
Will prepared more than 5 years ago
Revocable Trust prepared within past 5 years
Revocable Trust prepared more than 5 years ago
Check all that apply
Real Estate in Florida
Real Estate outside of Florida
Automobile(s)
Safe Deposit Box(s)
Life Insurance Policy(s)
Brokerage Account(s)
Retirement Account(s)
Checking/Money Market Account
Savings Account
Annuity(s)
Certificate(s) of Deposit
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