Probate Consultation Form

Full Legal Name of Decedent

Social Security Number for Decedent

Date of Passing

Did the Decedent draft a last will?

Do you have the original last will?

Do you have a paid funeral/cremation bill?

Spouse

Format: +123456789

Street Address (Co-Client)

Survived by Parents?

Survived by Children?

Children's Details

Do all children have same parents?

Predeceased Children?

Deceased Children Details

Was the Decedent survived by siblings?

Siblings' Names

Did the Decedent have a safe deposit box?

Name and Address of Safe Deposit Box Bank

Safe Deposit Box Joint Signatory (if any)

Anticipated Safe Deposit Box Contents

Safe Deposit Box Number

Death Benefits List

Did the Decedent Have a Trust?

List the address of the Decedent Florida homestead

List the addresses of any other real property owned by the Decedent IN FLORIDA

List the addresses of any other real property owned by the Decedent OUTSIDE THE STATE OF FLORIDA

How many Bank Accounts/Money Markets/Certificates of Deposit did the Decedent have?

Please list anyone else involved in the probate / estate

Please list any other know assets in decedent name (not included above)

Other information you think is important

Identity Verification

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You did it! We’ll go over everything and fill in any blanks during our consultation meeting. This is great!

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