Probate Worksheet

Please submit this worksheet with as much detail as possible.

If you need assistance completing the worksheet, call our office and we will be glad to help you.

DON'T WORRY ABOUT TOTAL ACCURACY - JUST DO THE BEST YOU CAN

All information provided is strictly confidential.

Referral Source
How did you hear about us?
General Information
Decedent's Name*
Full legal name
Prefix First Middle Last Suffix
Other Names Used
"Also Known As"
Place of Birth*
Birth date*
MM slash DD slash YYYY
Is the decedent married?*
- Yes
- No
Decedent's Spouse
Full legal name
Prefix First Middle Last Suffix
Date of Marriage
MM slash DD slash YYYY
Petitioner's Name*
Full legal name of the person we will petition the Court to name as the estate's executor
Prefix First Middle Last Suffix
Relationship to Decedent*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Phone*
Is there a Co-Petitioner?*
- Yes
- No
Co-Petitioner's Name (if applicable)
First Last
Relationship to Decedent*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Phone*
Did the decedent have a will?*
- Yes
- No
- I don't know
Do you have the original will (not just a copy)?*
- Yes
- No
Please provide us with an electronic copy of the will*
Drop files here or
Max. file size: 32 MB.
Securely upload an electronic copy of the will (please include any and all amendments & codicils) here.

Brokerage Accounts
List all of the brokerage accounts owned solely by the Decedent or owned jointly with others. Please bring the last statement received for any of these accounts.
Are there any brokerage accounts?*
- Yes
- No
Name of Brokerage House
Name of Stockbroker
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Account Number*
Names on the Account*
Value of Account
Add Second Brokerage Account?*
- Yes
- No
Name of Second Brokerage House
Name of Stockbroker
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Account Number*
Names on the Account*
Value of Account
Add Third Brokerage Account?*
- Yes
- No
Name of Third Brokerage House
Name of Stockbroker
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Phone
Account Number*
Names on the Account*
Value of Account
Additional Brokerage Accounts and/or Information

Series E, EE, HH, Or Other Bonds
List any Series E, EE, HH or other bonds owned solely by the Decedent, by the Decedent's Trust, or jointly with others. If possible, bring a copy of the bonds for our files.
Are there any bonds?
- Yes
- No
Type of Bond
DOD Value
Add a second bond?*
- Yes
- No
Type of Second Bond
Second Bond DOD Value
Add a third bond?*
- Yes
- No
Type of Third Bond
Third Bond DOD Value
Additional Bonds and/or Information

Life Insurance
Provide the information requested on all life insurance policies. If a claim for payments has already been made and the Estate exceeds $2,000,000, please immediately request a Form 712 from the Company. Please make a copy of all correspondence and checks received for our file.
Are there any life insurance policies?
- Yes
- No
Life Insurance Company
Policy Number
Death Benefit Value
Add a second life insurance policy?*
- Yes
- No
Life Insurance Company
Policy Number
Death Benefit Value
Add a third life insurance policy?*
- Yes
- No
Life Insurance Company
Policy Number
Death Benefit Value
Additional Policies and/or Information

Debts and Liabilities
Provide all the requested information about any creditor to which the Decedent owes a debt (NOT including mortgages). Include accounts owned solely by the Decedent ONLY. Please provide the most recent statement received for each account.
Did the Decedent have any debts?
- Yes
- No
- I don't know
First Creditor Name
Creditor Address
Street Address Address Line 2 City State ZIP Code
Creditor Phone
Account Number
Balance Owed on the Account
Is there another debt?
- Yes
- No
- I don't know
Second Creditor Name
Creditor Address
Street Address Address Line 2 City State ZIP Code
Creditor Phone
Account Number
Balance Owed on the Account
Are there more debts?
- Yes
- No
- I don't know
Please provide information about any addtional debts.
Finish and Submit
Do you have any particular concerns or questions?
If you have anything specific you would like to make sure we address during our time together, please let us know

Get In Touch

Phone

(626) 355-4000

Address

100 West Lemon Avenue, Suite 202
Monrovia, California 91016