Probate Intake Form (New Version)

Intake Agent's Name

Organization

Case Type

Lead Source

ESTATE OF

Client's First Name

Client's Last Name

Client's Phone Number

To do probate with us we require a $2,500 retainer fee to start the case. We do bill hourly though so it could be a little more depending on how the case goes. Shall we proceed?

Yes

What is your email address?

In which state did the decedent pass away?

Is there a Will?

Yes

Don't Know

Yes - There is a Will

Do you have the original will?

Yes

Has it been over 4 years since Decedent died?

Yes

If yes, why wasn’t it done within 4 years?

We can still file an application but we will need intestate heirs to sign a consent or have them served. Shall we proceed?

Yes

Thank you (Mr./Ms. Last Name) for reaching out but after reviewing your information, unfortunately, we will not be able to assist at the time. However, you may contact your local Bar association for further assistance.

Is an independent executor named in the Will?

Yes

Is an executor named in the Will?

Yes

Are you the executor named in the Will?

Yes

If not, why isn’t the executor named applying?

What is your relationship to the Decedent?

What are the last 4 digits of your social security number?

What are the last 4 digits of your Drivers License number?

What is your marital Status:

Married

Divorced

Widowed

Single

What is your birth date?

Is the decedent a minor?

What's the last 3 digits of the decedent security social number?

What's the last 3 digits of the decedent driver license?

Client's Address

Street

City

State

Zip Code

How many beneficiaries are listed in the will?

Beneficiary 1

Beneficiary 2

Beneficiary 3

Beneficiary 4

Beneficiary 5

Beneficiary 6

Beneficiary 7

Beneficiary 8

Beneficiary 9

Beneficiary 10

Could you please send me a copy of the will?

Yes

No - There is no Will

Do all the heirs agree to you being appointed the Independent Administrator of the estate and able to sign a waiver and consent?

Yes

Don't Know

Then we will have to do a dependent administration. Each heir will have to be served. Also, the court will require a bond. The bond amount will be based off the value of Decedent’s assets. You would have to pass a credit check. A dependent administration means the court must approve everything we do. It’s a longer and more expensive process. Shall we proceed?

Yes

What is your relationship to the Decedent?

What are the last 4 digits of your social security number?

What are the last 4 digits of your Drivers License number?

Is the decedent a minor?

What are the last 3 digits of the DECEDENT Social Security Number?

What are the last 3 digits of the DECEDENT Driver License?

What is your marital Status:

Married

Divorced

Widowed

Single

What is your birth date?

Clients's Address

Street

City

State

Zip Code

Was Decedent married at the time of death?

Yes

Did Decedent have children?

Yes

Are any of Decedent’s children minors?

Yes

How many heirs (decedent’s children & spouse) are there?

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 8

Heir 9

Heir 10

Heir 11

Heir 12

Heir 13

Heir 14

Heir 15

Was the decedent ever married?

Yes

"If the Decedent was not married and didn’t have children, then the heirs will be the parents. If the parents are deceased, then the heirs would be Decedent’s siblings."

How many times was the decedent married?

Spouse 1

Spouse 2

Spouse 3

Spouse 4

Spouse 5

Did the decedent own other assets than this lawsuit?

Assets

Was the estate worth less than $50,000?

Yes

"Since the Estate is worth $50,000 or less, it qualifies for the Small Estate Affidavit. We will need 2 disinterested witnesses to sign the Small Estate Affidavit.

Note: If Decedent was not married and didn’t have children, then the heirs will be the parents. If the parents are deceased, then the heirs would be Decedent’s siblings."

Would you like to add an emergency contact?

Yes

First Name

Last Name

Relationship to you:

Phone/Mobile

Could you please send me a copy of the death certificate?

Yes

(Vocatum Agent - For outbound calls only.) Can you tell me what caller ID your phone is displaying for our call?

Is your phone a cell or landline phone?

Cell Phone

Landline Phone

Lead Status

Intake Notes

Triple Intake Status

Language

Do You Have a Specific Need?

Contact Details