Probate Questionnaire Probate Questionnaire Contact Information Your Name Street Address City State ZIP) Phone Your Email (required) Decedent’s Information Name Date of Death Did Decedent have a Last Will and Testament? YesNo If so, do you have the original Last Will and Testament? YesNo Do you have an original Death Certificate? YesNo Do you have a copy of the Funeral Bill? YesNo Did the decedent have any credit card debt, unpaid medical bills or any other unpaid bills? YesNo Was the decedent married on date of death? YesNo If so Did the decedent have any living children on date of death? YesNo Did the decedent have any living children under the age of 18 years? YesNo Initial Asset Inventory Pick One: Will prepared within past 5 yearsWill prepared more than 5 yearsRevocable Trust prepared within past 5 yearsRevocable Trust prepared more than 5 years Real Estate in FloridaReal Estate outside of FloridaAutomobile(s)Safe Deposit Box(s)Life Insurance Policy(s)Brokerage Account(s)Retirement Account(s)Checking/Money Market AccountSavings AccountAnnuity(s)Certificate(s) of Deposit What would be the most convenient time for us to contact you? MorningAfternoonEvening
