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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.

Step 1 of 9

0%
  • How did you hear about us?
  • General Information

  • Full legal name
  • "Also Known As"
  • MM slash DD slash YYYY
  • Full legal name
  • MM slash DD slash YYYY
  • Full legal name of the person we will petition the Court to name as the estate's executor
  • Drop files here or
    Max. file size: 128 MB.
      Securely upload an electronic copy of the will (please include any and all amendments & codicils) here.
    Save and Continue Later
    • Real Estate

      Pertains to real estate owned solely by the Decedent or jointly with others. Please attach copies of deeds, promissory notes, and real estate mortgage for real estate owned. If possible, provide the name and address of the mortgage holder, the mortgage account number, and the date of death balance owed on the mortgage for all real estate.
    • Please enter a number from 1 to 20.
    • Securely upload any real property deeds, promissory notes, or mortgage statements here.
      Drop files here or
      Max. file size: 128 MB.
      Save and Continue Later
      • Savings Accounts, Checking Accounts, C.D.s, Etc.

        Provide all the requested information about any financial institution in which the Decedent held an interest. Include accounts owned solely by the Decedent or owned jointly with others. It is important to indicate what names are on each account. Please provide the most recent statement received for each account.
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      • Stocks, Mutual Funds, Etc.

        List all stocks and mutual funds owned solely by the Decedent or owned jointly with others. Also list all stocks held by the issuing Corporation in an electronic account, dividend reinvestment account, etc. Also, please bring the last statement received for any mutual funds or dividend reinvestment accounts owned. If the Decedent held stock certificates, bring copies of the certificates. If shares are held electronically with the company, please bring a copy of the most recent statement of holdings.
      Save and Continue Later
      • 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.
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      • 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.
      Save and Continue Later
      • 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.
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      • Annuities

        Provide the information requested on any annuity owned by the Decedent. Please make a copy of all correspondence and checks received for our file.
      • IRA, 401k, Pension Profit Sharing, Etc.

        Provide the information requested for any IRA, Pension, 401k, Profit Sharing, or other similar type account. Please provide a copy of the most recent statement received for each of these accounts.
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      • 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.
      • Finish and Submit

      • If you have anything specific you would like to make sure we address during our time together, please let us know
      Save and Continue Later

      Get In Touch

      Phone

      (626) 355-4000

      Address

      100 West Lemon Avenue
      Monrovia, California 91016

      Schedule a Free Consultation

      Simply Fill Out This Form

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