PROBATE QUESTIONNAIRE
1. INFORMATION ABOUT CLIENT:
Name
Address
Telephone (no dashes)
Email Address
Date of Birth
2. INFORMATION ABOUT DECEDENT
Name of Decedent (A Decedent is the deceased person)
Date of Death (This is on the top right of the Death Certificate)
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 a Spouse?
Was Decedent survived by Children?
Each Child’s Name (If Child is Deceased, provide Date of Death only and no other information)
Each Child’s Address
Each Child’s Date of Birth (if minor)
Each Child’s Phone Number
Each Child’s Email
If there is a surviving spouse, specify if Child is of the marriage.
If the Decedent was not survived by a spouse or child, provide names of Decedent’s surviving grandchildren, siblings, and parents.
Decedent’s Assets:
Real Property
In the spaces below, please add the following information for each Real Property.
i. Address, Name on title, How title is held (this will usually be one of the following: husband and wife, joint tenants, joint tenants with rights of survivorship, life estate)
ii. Address, Name on title, How title is held (this will usually be one of the following: husband and wife, joint tenants, joint tenants with rights of survivorship, life estate)
iii. Address, Name on title, How title is held (this will usually be one of the following: husband and wife, joint tenants, joint tenants with rights of survivorship, life estate)
Vehicles, Motorcycles, Water vessel
In the spaces below, please add the following information for each Vehicle, Motorcycle, and Water vessel.
i. Year, Make, Model
ii. Year, Make, Model
iii. Year, Make, Model
Stocks
In the spaces below, please add the following information for Stocks.
i. Stocks
ii. Stocks
iii. Stocks
Bank Accounts
In the spaces below, please add the following information for Bank Accounts; for each account.
i. Name of Bank Account, Amount in account, if known
ii. Name of Bank Account, Amount in account, if known
iii. Name of Bank Account, Amount in account, if known
Payable on Death Beneficiary
If Yes, name of beneficiary?
Life Insurance Policy (but only if either there is no named beneficiary or named beneficiary has deceased and there are no other contingent beneficiaries).
Debts?
Did they have Debt? (i.e. outstanding mortgages, outstanding loans, outstanding medical bills, outstanding credit card bills, etc.,)
If the answer is yes, please provide name of debtor, account number, address and statement if available.
Did the Decedent have a Will and/or a Trust?
Are You the Named Personal Representative?
Please State the Name and Relation to Decedent of the Named Personal Representative and Whether That Person is Alive.
If Yes, please email a copy of the Will/Trust to : info@probatelawmiami.com after submitting this form.