Intake form for PROBATE
Today's date
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First Name
Last Name
Address
City
State
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Zip Code
Best phone number
Email
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Name of the decedent
Date of death
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Describe the current status. Has probate started, etc.
Generally describe what you would like to happen.
Does the decedent have a surviving spouse?
Yes, I am the Spouse.
Yes, I am NOT the spouse.
No
Not sure
Are you ready for a consultation?
Yes, In person
Yes, by phone
Not at this time
I would like a phone or personal consult to be billed to my credit card and set for this date if possible.
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Attach any document you would like reviewed
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