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Probate Questionnaire Page 1 of 12 ESTATE (PROBATE) INTAKE QUESTIONNAIRE 1. NAME OF DECEDENT: PERMANENT RESIDENCE AT TIME OF DEATH (Prior to Nursing Home or …

1 LAW OFFICE OF KATHLEEN FLAMMIA, P.A. 2707 W. Fairbanks Ave., Suite 110 . Winter Park, Florida 32789 . 407-478-8700 . Fax 407-478-8701 . www.flammialaw.com

This intake form contains general information commonly required to begin a probate representation. If you believe a particular piece of information is irrelevant or unknown, please …

You may submit this intake form by email to [email protected]. If you would prefer not to send your documents by email, please call the office at (404)736-6066 to arrange a …

Please complete this form with the requested information and bring with you to meet with us. The information provided will be required before filing a petition before the court. If you are unsure …

NAME of CHILD: Street Address: City: State: Zip Code:

Feel free to email or fax this intake before your appointment if this is more convenient for you. This form must be as complete as possible. If you need additional room to complete any portion of …

PROBATE INTAKE FORM PERSONAL AND CONFIDENTIAL 1 Please fill out this information to the best of your knowledge and bring with you to your initial meeting. If you have an original …

Probate Intake - Page 8 of 8 CREDITOR 5 Name Mailing Address for correspondence Telephone Number Amount Due Account Number Nature of Debt (i.e. car loan, medical bill, credit card, …

probate intake sheet date:_____ name of decedent:_____ date of death:_____ ssn: _____

General Headings: This Property Information checklist is designed to help you list all the property the Decedent owned and what it is worth. Use extra sheets of paper to list your additional …

Please complete the Confidential Estate Planning Intake Form as thoroughly as possible. The information you provide allows us to assess your specific needs and create a comprehensive …

ALL THE PAGES AND SECTIONS OF THIS FORM MUST BE COMPLETED PRIOR TO SEEING THE ATTORNEY. WRITE YOUR SPECIFIC QUESTIONS AT THE END OF THE LAST …

probate & estate admin. intake questionnaire 1. name of decedent: 2. other known aliases: _____ 3. date of death: _____ permanent residence at time of death (prior to nursing home or …

*Please provide a copy of any trust agreements established by the decedent or for which the decedent was a beneficiary, excluding any trusts established as part of the decedent’s will. …

Law Office of Lori Vella, PLLC 4522 West Village Drive Tampa, FL 33624 (813) 575-2201 lorivella.com [email protected] 1 Probate Intake Form

Please complete this Estate Planning Client Intake Form to the best of your knowledge. I ask that you provide as much detail as possible so that I can accurately evaluate your situation and …

Jun 12, 2024 · This Probate Intake Form is a crucial document used to collect essential information during the probate process. It typically includes details about the deceased …

New Client Intake Form Probate Instructions: Please complete all sections. Any and all information you provide is confidential and protected by Attorney-Client Privilege. Your …