I. Client Information
II. Decedent Information
Death Certificate? YesNo
III. Decedent’ Family
Please include the names and dates of death of any deceased family members.
Spouse
Date of Birth
Children
Other relatives (if no spouse or children)
IV. Will Information (if applicable)
Who has the Will?
Is the original available?
Who is named executor?
What are the names of the beneficiaries?
V. Estate Information
Approximate value of estate
Address(es) of real property
Other assets
We’ll cover the rest during our conversation. Thanks!
8+3=?
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