KeithMorris Intake Form - Triple Digital

Probate Intake Form (New Version) (Keith Morris)

Agent First Name

Agent Last Name

Organization

Case Type

ESTATE OF

Client's Name

Last Name

Clients Phone Number

What's your relationship to the decedent?

To probate a will 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

Did the decedent pass away in Texas?

Which county?

Which State and county?

Is there a Will?

Yes

Don't Know

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 social security number?

What are the last 3 digits of your drivers license number?

Is the decedent a minor?

What are the decedent's social security number?

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

What is your marital Status:

Married

Divorced

Single

Widow/ed

What is your birth date?

Address

Street

City

State

Zip Code

Is your mailing address the same of your physical address?

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 1

Heir 2

Heir 3

Heir 1

Heir 2

Heir 3

Heir 4

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 8

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 8

Heir 9

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 8

Heir 9

Heir 10

Heir 1

Heir 2

Heir 3

Heir 4

Heir 5

Heir 6

Heir 7

Heir 8

Heir 9

Heir 10

Heir 11

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 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 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 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 1

Spouse 2

Spouse 3

Spouse 1

Spouse 2

Spouse 3

Spouse 4

Spouse 1

Spouse 2

Spouse 3

Spouse 4

Spouse 5

DECEDENT’S FINANCIAL HISTORY and ASSETS

	YES	NO
Bank and Credit Union account statements
Safe Deposit Box
Investment Accounts
Stocks and/or Bonds
Life Insurance Policies
Personal affects
Insurance Policies (for above items)
Real Property and/or Timeshares
Anticipated Income
Business Interests or Agreements
Tax Return (previous two years)
Cemetery Deed or Burial Agreement
Debt

Was the estate worth $50,000 or less?

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

Have you ever been charged with a felony?

Yes

Text Input

Have you ever been arrested?

Yes

Text Input

Intake Notes

Language

Checkbox Grid

	Column 1
Row 1

Do You Have a Specific Need?

Contact Details