Blue Line Law Firm - Digital Probate Intake - Questionnaire

Welcome To Legacy Legal
Please use your legal name as it appears on your license or government-issue ID

Thank you for trusting our firm to assist you with your loved one’s estate.
Please provide your information below to get started or Click Here to learn more and watch a short video.

Allow 15-20 minutes to complete this questionnaire. You can save and come back to the questionnaire as needed.

Upon completion our firm will contact you with the next steps.

Please provide Decedent information below.

First Name *

Middle Name

Last Name *

Email *

Password *

Telephone *

Decedent Details
Decedent Details

Date Of Birth

Date Of Death

Are you married?

✓

Yes

✓

No

Permanent Residence at Time of Death

Full Address:

City

State

County

Zip Code

Was Decedent Ever on Medicaid?

✓

Yes

✓

No

Was Decedent Ever on Medicare?

✓

Yes

✓

No

Decedent Details
Enter the details of the Decedent below

Name of Decedent (person who passed away) *

Permanent Residence at Time of Death

Full Address:

County

Date Of Birth

Date Of Death

State

Location of Will

Location Of Will

Date Of Will

Location of Codicil, If Any

Date Of Codicil

Personal Representative

Full Name (Named In Will Or Proposed)

Address

City

State

Zip Code

Date Of Birth

Telephone

Relationship To Decendent

Beneficiaries Or Heirs At Law

Decedent's Spouse:

Spouse Name

Address

City

State

Zip Code

Date Of Birth

Telephone

Decedent's Children:

Child Name

Address

City

State

Zipcode

Telephone

Date Of Birth

Other Beneficiaries (Include Living Siblings and Living Parents):

Beneficiary Name

Address

City

State

Zip Code

Date Of Birth

Telephone

Relationship To Decendent

Assets

Safe Deposit Box

✓

Yes

✓

No

Location

Real Estate

Address

City

State

Zip Code

County

DOD Value

How Titled

HomeStead

✓

Yes

✓

No

Stocks And Bonds

Name Of Company

Type Of Security

How Titled

Location Of Certificate

Date Of Death Value

Bank Accounts

Bank Name

Account Number

How Titled

Date Of Death Value

Money Market Accounts Or Certificates of Deposit

Name Of Institution

Account Number

How Titled

Date Of Death Value

U.S. GOVERNMENT Savings Bonds (E, EE, H)

How Titled

Location Of Bonds

To Be Cashed

✓

Yes

✓

No

If Yes, Name Of Transferee

Date Of Death Value

Mortgages And Notes

Mortgagor

Address

City

State

Zipcode

Terms Of Obligation

Date Of Death Value

Insurance On Decedent's Life

Company Name

Policy #

Beneficiaries Name

Location Of Policy

Date Of Death

Annuities

Company Name

Policy #

Beneficiary Named

Location Of Policy

Date Of Death Value

Vehicles

Model

Year

How Titled

Location Of Title

Date Of Death Value

Miscellaneous Personal Property

Debts

Please list all debts owed by the decedent, including the amount owed, at the time of their death. (Example of debts would be credit cards, automobile loans, home loans, doctor’s bills, etc.)

Creditor

Account #

Creditor's Address

Type Of Debt

Amount Owed

Your Progress