Law Office of Deborah J. Schmidt

Welcome To The Law Office of Deborah J. Schmidt
Please use your legal name as it appears on your license or government-issue ID

We’re sorry for your loss, and we appreciate your trust in our firm during this difficult time.
To help us begin the probate process, please provide your information below.

The questionnaire will take about 15–20 minutes to complete, and you can save your progress and return anytime.

Once submitted, our team will carefully review your information and contact you with the next steps.

Please provide your information below.

First Name *

Middle Name

Last Name *

Email *

Password *

Telephone *

Full Address *

RELATIONSHIP TO DECEASED (Who is filling out this form?): *

Decedent Details
Decedent Details

Name of Decedent (person who passed away) *

Permanent Residence at Time of Death

Full Address:

County

Decedent Date Of Birth

Decedent Date Of Death

Social Security Number:

Driving License Number

State

What is the marital status of the Decedent’s marriage after the Will was made?

Location of Will

Does the decedent have a will ?

✓

Yes

✓

No

✓

Unknown

Decedent property has a probable value in excess of $75000? *

✓

Yes

✓

No

Personal Representative

Name of Person Representative

Address

Date Of Birth

Telephone

Relationship To Decendent

Beneficiaries Or Heirs At Law

Did the decedent have a spouse?

✓

Yes

✓

No

✓

Unkown

Does the decedent have any children? *

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Yes

✓

No

✓

Unkown

Does the decedent have any other beneficiaries, including living siblings and living parents?

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Yes

✓

No

✓

Unkown

Relationship To Decendent

Assets
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.

Safe Deposit Box

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Yes

✓

No

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Unkown

Do you know if the they owned any real estate?

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Yes

✓

No

✓

Unkown

Do you know if they have Stocks And Bonds?

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Yes

✓

No

✓

Unkown

Do you know if they have Bank Accounts?

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Yes

✓

No

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Unkown

Assets 2
Please provide detailed information about the assets owned by the deceased. This information helps our firm assess the size of the estate, identify where assets are held, understand any outstanding debts, and account for any business interests. These factors are crucial for accurate planning and tailored recommendations. Provide as much information as possible; if exact figures are unavailable, estimates or 'unknown' are acceptable. If you are uncertain about any details, feel free to make a note at the end of this form, and we can address these points during your appointment.

Money Market Accounts Or Certificates of Deposit

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Yes

✓

No

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Unkown

Do you know if they have U.S. GOVERNMENT Savings Bonds (E, EE, H)?

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Yes

✓

No

✓

Unkown

Did the decedent have any outstanding mortgages?

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Yes

✓

No

✓

Unkown

Do you know id they have life insurance?

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Yes

✓

No

✓

Unkown

Assets 3

Did the decedent have any annuities?

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Yes

✓

No

✓

Unkown

Did the deceased own vehicles?

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Yes

✓

No

✓

Unkown

Debts

Do you know if they owe anyone money? Bankruptcy, Judgements, Collections?

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Yes

✓

No

✓

Unkown

Acknowledgment and Consent

Please understand that the documents listed below will be required by the office for processing:

- Death Certificate Without Cause Of Death (Short Form)- ORIGINAL

- Copy Of Paid Funeral Bill With $0.00 Balance Or Proof Of Payment

- Copies Of Any Real Estate Needs

- Copies Of Any Vehicle Titles

- Copies Of Any Bills

- Last Will And Testament (If One Exists) (Original Needed) Need To Mail To Our Office

Please understand that these documents will be required later for processing. You can attach multiple documents by selecting all the files at once before uploading. However, If you are unable to upload the documents at this time, you can email them to intake@tbllf.com.

Upload Documents

Witness Information
Need Help? • Witnesses observe your signing of the legal documents, verify your identity, and confirm that you are signing voluntarily. Their presence ensures the documents are legally valid. • Notary officially notarizes your documents and confirms signatures. The notary information is pre-filled with the default notary of the Law Office of Deborah J. Schmidt. • Users can directly edit witness and notary fields. • Provide accurate names, addresses, and dates for all fields to ensure the documents are legally valid. • If you encounter any issues or problems, contact our team at (214) 831-8831 or email support@legalgen.com.

Do you have the names of the witnesses to the will?

✓

Yes

✓

No

Revocable/Signing Date: *

Witness1 Name

Witness1 Address

Witness1 City *

Witness1 State

witness1 zip

Witness2 Name *

Witness2 Address *

Witness2 City *

Witness2 State *

witness2 zip *

Notary Information

Notary Name:

Notary County:

Summary
Summary

Review your responses on the specific screens listed on the right-hand side. Once you're ready, click 'Complete' to finish this intake."

Your Progress