PROBATE CLIENT INTAKE FORM NAME OF DECEDENT ... 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name of the decedent in the designated field, followed by their address, city, county, state, and zip code.
3. Fill in the date of birth and date of death. Ensure accuracy as this information is crucial for probate proceedings.
4. Provide the social security number and details regarding any existing will or codicil, including their locations and dates.
5. List the personal representative named in the will along with their contact information and relationship to the decedent.
6. Continue filling out sections for beneficiaries or heirs at law, including spouse and children. Include their addresses and social security numbers if applicable.
7. Complete asset details such as real estate, bank accounts, stocks, bonds, insurance policies, and vehicles. Be thorough to ensure all assets are accounted for.

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