PROBATE & ESTATE ADMINISTRATION QUESTIONNAIRE

Please fill out the form below.

CLIENT INFORMATION:
If no, skip to the next step. If yes, please answer the following questions:
PROPOSED PERSONAL REPRESENTATIVE INFORMATION:
If you are not the proposed Personal Representative, or if a Co-Personal Representative has been named, please provide their information below. If you are the named or proposed Personal Representative, then skip to the next step.

SUCCESSOR PERSONAL REPRESENTATIVE INFORMATION

DECEDENT INFORMATION

BENEFICIARIES OR HEIRS AT LAW

Please include all beneficiaries including the proposed Personal Representative or Successor Personal Representative. If the decedent died without a will, please provide the names of all children of the decedent. If the decedent did not have any children, please provide the names of the decedent’s parents and/or siblings if living.

If you need to add more children, please do so in the notes section at the end of this form.

Decedent's Spouse

Decedent's Children

REGISTERED AGENT:
BUSINESS ADVISOR #1

BUSINESS ADVISOR #2

BUSINESS ADVISOR #3

Please upload any available documents for review:

Any agreements to be used in the business
List of business assets
Deeds to any real property used in the business
Prior tax return if business was operated before LLC
Prior tax return of principal officer/member
Description of business activity
Description of number and type of employees
Copies of any licenses obtained for business