Probate Intake Form

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Privacy Policy 

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Your Social Security number and other personal information will only be used in the event that you hire the firm to represent you in your legal matter, and then only when necessary in limited use during the course of 
your case.

Social Security numbers are most often used to positively identify parties. Most courts require Social Security numbers of all parties in a case. Some other examples of how this information may be used include:

  • initial service
  • in court orders
  • in required reports or other documents filed with the State

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The Deceased:

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Type of Probate:

Because the deceased had a will, only two options for probate are available: 1) Muniment of Title (for those with no debt), or 2) Independent/Dependent Probate of the Will. A small estate affidavit is not available for those with a will, because the administrator has to testify under oath that the person did not have a will. Muniment of title is the closest procedure to a small estate affidavit for persons with a will.

When a person dies with a will, the people who inherit are not called "heirs", they are called "devisees." Please list the devisees under the will. (If there are more, we can add them later)

When a person dies without a will, the people who inherit are called "heirs", as opposed to being called "devisees" if the person had a will. 

Heirs typically include the surviving spouse of the deceased, and any children born to or adopted by the deceased. If the deceased had no children or spouse, then the likely heirs will be their siblings and/or parents. Please list the likely heirs of the estate. (If there are more, we can add them later)

When a person dies with a will, the person who handles the court proceedings is called an "executor" as opposed to the same person being called an "administrator" when a person dies without a will. 

An executor can be independent (if the will says "independent executor") or dependent (if the will is silent and the devisees don't agree to proceed without court supervision). It is more expensive to probate a dependent administration, because your attorney will have to gain court approval before any action is taken in the estate, but it is the best choice for contested probate, and for probate with a large amount of debts.

When a person dies with a will, the person who handles the court proceedings is called an "executor" as opposed to the same person being called an "administrator" when a person dies without a will.

Administration can be independent (if all parties agree to it) or dependent. It will save the estate money to handle the administration independent of court supervision, but dependent administration is the best choice for contested probate, or estates with large amounts of debt.

Please select the county in which the deceased lived, or held the majority of their property:

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Attach a Copy of the Will

Drop files here, or click to select files to upload.

Attach a Copy of the Death Certificate:

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Previous Marriages:

Referral Information

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How do you plan to pay?

ACKNOWLEDGEMENT AND ACCEPTANCE

THANK YOU

Thank you so much for completing this intake questionnaire. This information will be extremely helpful in evaluating your case. We will contact you as soon as possible with any updates.

Please click the SUBMIT button below when you have finished answering all questions.