Law Office of Deborah J. Schmidt

The Law Office of Deborah J. Schmidt Long Probate Form

Identifying Information to Probate Will

Dear Client:

The following information is required by the court to identify you when filing your documents. This secured intake form is for our records, and DJS will keep this form confidential. We will convey only the necessary information to the court clerk directly. Thank you for your cooperation.

Legal (& Preferred) Name – Client

First Name *

Middle Name

Last Name *

Email *

Password *

Telephone *

Date of Birth *

Are you married? *

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Yes

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No

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

Address *

County *

Driver License *

SSN - You *

Case Information

What is the nature of this consultation?

Estate Planning questions for myself and/or family members How to Probate an Estate (with or without a Will) Guardianship concerns Trust Management I don’t see my question / I’m not sure if I need an attorney

Decedent Details

You may submit an intake form with only your personal information requested above, IF we have a copy of the Will AND the death certificate. If you did not provide a copy of those documents to our office yet, and are seeking probate, then these additional facts are required to complete the application for probate.

Legal name of Decedent *

Was Decedent married at the time of death?

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Yes

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No

Home Address:

County

Date Of Birth

Date Of Death

Social Security Number:

Driving License Number

Your Spouse Information

Your spouse's Details

First Name: *

Middle Name *

Last Name: *

Email *

Date Of Birth *

Cell *

Suffix(optional) *

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Jr

✓

Sr

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II

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III

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Other

Please select "Suffix(optional)".

Gender

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Male

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Female

State: *

Will Details

Does the decedent have a will ?

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Yes

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No

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Unknown

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

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Yes

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No

What are the names of the (2) witnesses to the Will?

Does the Will name an executor? *

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Yes

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No

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