Person Submitting This Request
Your full legal name and email so we can reach you about this matter.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:+123-456-7890
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
You did it! We’ll go over everything and fill in any blanks during our consultation meeting. This is great!
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