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.

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Decedent Details
Decedent Details
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Are you married?
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Yes
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No

Decedent Details
Enter the details of the Decedent below
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Are you married?
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Yes
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No

Location of Will
Does the decedent have a will ?
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Yes
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No
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Unknown

Personal Representative

Beneficiaries Or Heirs At Law
Did the decedent have a spouse?
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Yes
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No
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Unkown

Does the decedent have any children? *
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Yes
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No
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Unkown
Does the decedent have any other beneficiaries, including living siblings and living parents?
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Yes
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No
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Unkown
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
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No
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Unkown
Do you know if the they owned any real estate?
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Yes
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No
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Unkown

Do you know if they have Stocks And Bonds?
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Yes
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No
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Unkown
Do you know if they have Bank Accounts?
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Yes
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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
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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
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No
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Unkown
Did the decedent have any outstanding mortgages?
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Yes
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No
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Unkown

Do you know id they have life insurance?
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Yes
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No
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Unkown
Assets 3
Did the decedent have any annuities?
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Yes
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No
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Unkown
Did the deceased own vehicles?
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Yes
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No
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Unkown
Do you know if they owe anyone money? Bankruptcy, Judgements, Collections?
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Yes
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No
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Unkown
Acknowledgment and Consent

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."
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Welcome To Legacy Legal Decedent Details Decedent Details Location of Will Personal Representative Beneficiaries Or Heirs At Law Assets Assets 2 Assets 3 Acknowledgment and Consent Summary