PROBATE QUESTIONNAIRE

  • PROBATE QUESTIONNAIRE

1. INFORMATION ABOUT CLIENT:

2. INFORMATION ABOUT DECEDENT

Reminder: Please provide an original certified copy of the Decedent’s Death Certificate. There are two types of forms: long form and short form. Either one is acceptable.

Was Decedent survived by Children?

Decedent’s Assets:

Real Property
In the spaces below, please add the following information for each Real Property.

Vehicles, Motorcycles, Water vessel
In the spaces below, please add the following information for each Vehicle, Motorcycle, and Water vessel.

Stocks
In the spaces below, please add the following information for Stocks.

Bank Accounts
In the spaces below, please add the following information for Bank Accounts; for each account.

Payable on Death Beneficiary

Debts?

Did they have Debt? (i.e. outstanding mortgages, outstanding loans, outstanding medical bills, outstanding credit card bills, etc.,)

Did the Decedent have a Will and/or a Trust?

Are You the Named Personal Representative?

If Yes, please email a copy of the Will/Trust to : info@probatelawmiami.com after submitting this form.

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