PROBATE CLIENT INFORMATION WORKSHEET 2026

1. Click ‘Get Form’ to open the PROBATE CLIENT INFORMATION WORKSHEET in the editor.
2. Begin with PART I - PERSONAL DATA. Fill in the decedent's name, alias names, address, date of birth, and other personal details. Ensure accuracy as this information is crucial for probate proceedings.
3. Next, complete the sections for the personal representative and alternate representative. Include their contact information and relationship to the decedent.
4. Move on to PART II - BENEFICIARIES or HEIRS AT LAW. Provide details about the spouse/domestic partner and children, including their living status and contact information.
5. In PART III - DECEDENT'S DESIGNEES, specify trustees and guardians for minor children. This section is vital for ensuring proper management of assets.
6. Finally, fill out PART IV - ASSETS. List all properties, accounts, vehicles, and other assets owned by the decedent. Be thorough to avoid any omissions that could complicate probate.

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