Probate Questionnaire

What is Your Name (as it appears on your ID) *

List any alternate names or maiden names

How do you prefer being addressed in conversation? *

What are your preferred pronouns? *

Your Email *

Your Home Address *

City, State, Zip *

Your Phone Number *

Your Date of Birth *

What is the Decedent's name? *

List any alternate names or maiden names used by the Decedent

What is your relationship with the Decedent? *

List the Date of Death *

List the Decedent's full address

Do you have an original Death Certificate? *

Did the Decedent leave a Will? *

Do you have the ORIGINAL Will? *

If there is a Will, where is the original Will now being stored?

Describe the Decedent's Marital Status? *

How many children does the Decedent have? *

Did the Decedent have any children who are now deceased? *

List the names and addresses and dates of birth for all children of the Decedent? Include grandchildren only if the Decedent's child is deceased. *

Are any of these individuals minors? *

Are there any special family issues?

Did the Decedent own real estate? Is so, describe the interest

List the Decedent's assets and accounts to the best of your knowledge

Estimate the size of the estate *

In your own words, describe what you would like to see happen *

Is there anything else you'd like to tell us? *

Do you prefer meetings via Zoom or in person? Best days and times for you? *

How did you hear about us? *

If you participate in a legal plan, provide your membership number *

TYPE YOUR NAME IF YOU AGREE TO THE BELOW DISCLAIMER *

DISCLAIMER. By submitting this form, you understand and agree that: (a) completion of this form does not create an attorney–client relationship; (b) the Law Office of Robert Aufseeser LLC may review and rely on the information you provide solely to evaluate a potential engagement and, if later agreed in writing, to provide legal services; and (c) the firm’s review is not legal advice. Please do not include confidential or time-sensitive details. Do not rely on this submission to meet any deadlines.

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