Estate Admin Intake Form
Please click "Submit" at the bottom of the form to save your answers. You will receive a confirmation email with a link to return to the form and edit your answers or add additional information.

Table of Contents (click the link to jump to each section)

Primary Client Information
Decedent Information
Spouse / Partner Information
Children's Information
Estate Plan Information

Personal Representative Informations
Trustee Information - Revocable Trust
Trustee Information - Other Trusts
Decedent's Advisors
Important Considerations

Date
Year Month Day
Date
File Name
Folder Name
Client Name
Scope
Fee Type
Retainer Flat Fee Evergreen Retainer
Retainer Amount
Evergreen Retainer Amount
Flat Fee Amount
Completion Method
Electronic Print
Primary Client Information
Full Legal Name*
First Name Middle Name Last Name
Email*
example@example.com
Home Phone Number
Please enter a valid phone number.
Mobile Phone Number
Please enter a valid phone number.
Business Phone Number
Please enter a valid phone number.
Home Address
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code
Is mailing address the same as home address?
Yes No
Mailing Address
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code
Relationship to Decedent*
Decedent Information
Full Legal Name*
First Name Middle Name Last Name
Alias(es)
Permanent Address at Death
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code
Email Address
example@example.com
Home Phone Number
Please enter a valid phone number.
Mobile Phone Number
Please enter a valid phone number.
Business Phone Number
Please enter a valid phone number.
Location of Death
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code Country
Date of Birth
Month Day Year
Date
Date of Death
Month Day Year
Date
SSN
Citizenship Country
Was the decedent in the military?*
Yes No Unsure
Branch(es)
Air Force Army Coast Guard Marine Corps Navy
Start Date
Month Day Year
Date
End Date
Month Day Year
Date
Veteran's Administration ID Number
Military ID Number
Check all that apply:
Medicare Beneficiary Medicaid Beneficiary On SSI / SSD
Marital Status At Death
Single Married Domestic Partnership Divorced Widowed
Spouse / Partner Information
Full Legal Name*
First Name Middle Name Last Name
Email
example@example.com
Home Phone Number
Please enter a valid phone number.
Mobile Phone Number
Please enter a valid phone number.
Business Phone Number
Please enter a valid phone number.
Home Address
Street Address
Street Address Line 2
City State / Province
Postal / Zip Code
Marriage Date
Month Day Year
Date
Divorce Date
Month Day Year
Date
Was the domestic partnership certified?
Yes No
Please upload a copy of the domestic partnership certificate
Cancelof
Also Known As
Prefer to Be Called
Date of Birth
Month Day Year
Date
Date of Death
Month Day Year
Date
SSN
Citizenship Country
Employer
Position
Children Information
Does the decedent have children?*
Yes No
Estate Plan Information
Did decedent have a will?*
Yes No Unsure
Last Will and Testament
Date Executed
Month Day Year
Location of Document
Did decedent have a revocable living trust?*
Yes No Unsure
Revocable Living Trust Agreement
Name of Trust
Date Executed
Month Day Year
Location of Document
Did decedent have any other trusts?*
Yes No Unsure
Other Trust Agreement
Please complete for each other trust; click + to add more:*
Personal Representative Information
Please complete for each personal representative; click + to add more:
Trustee Information - Revocable Trust
Please complete for each trustee; click + to add more:
Trustee Information - Other Trusts
Please complete for each trustee; click + to add more:
Decedent's Advisors
Attorney
First Name Last Name
Attorney Phone Number
Please enter a valid phone number.
Accountant
First Name Last Name
Accountant Phone Number
Please enter a valid phone number.
Financial Advisor
First Name Last Name
Financial Advisor Phone Number
Please enter a valid phone number.
Life Insurance Agent
First Name Last Name
Life Insurance Agent Phone Number
Please enter a valid phone number.
Important Considerations
Or Spouse
Was decedent subject to any guardianship or conservatorship before death?*
Yes No Unsure
Did decedent ever live in any of the following states while married? - AZ, CA, ID, LA, NV, NM, TX, WA, WI*
Yes No Unsure
Is decedent a named beneficiary of anyone else's trust?*
Yes No Unsure
Please explain:
Did decedent and spouse sign a pre- or post-marriage contract?*
Yes No Unsure
Please upload a copy of the pre- or post-marriage contract:
Cancelof
Was decedent making payments pursuant to a divorce or property settlement order?*
Yes No Unsure
Please upload a copy of the divorce or property settlement order:
Cancelof
Was decedent {orSpouse} receiving social security, disability, or other governmental benefits?*
Social Security Disability N/A Unsure Other
Was decedent widowed?*
Yes No N/A Unsure
Please upload a copy of the federal estate tax return or state death tax return:
Cancelof
Submission Notification
Do any of decedent's children have special educational, medical, or physical needs?*
Yes No Unsure
Do any of decedent's children receive government support or benefits?*
Yes No Unsure
Did decedent provide primary or other major financial support to adult children or other dependents at death?*
Yes No Unsure
Additional Information
Was decedent party to any litigation at the time of death?*
Yes No Unsure
Was decedent in control of decedent's financial affairs before death?*
Yes No Unsure
Who was in control?
Would anyone assert that decedent was subject to undue influence relating to decedent’s financial or personal matters?*
Yes No Unsure
Please specify:
Please check all that apply:
Decedent owns rental or other income-producing property Decedent received private care by family or other non-paid worker prior to death Client believes that controversy may arise among interested parties Interested parties are represented by an attorney Money may have been withdrawn without decedent’s consent prior to death Client or other person served as agent under power of attorney Client or other person served as guardian Estate proceedings have been filed or will be filed in another state
Please list all potentially adversarial parties; Click + to add additional rows
Any other notes?
Signature
Clear
Date
Month Day Year
Date
Please click "Submit" to save your answers. You will be redirected to the "Assets & Liabilities Worksheet."
You will also receive a confirmation email with a link to return to this form to edit your answers or add additional information, as well as a link to the "Assets & Liabilities Worksheet" to fill that form if you are unable to complete it now.
Should be Empty:

Estate Admin Intake Form

Primary Client Information

Decedent Information

Spouse / Partner Information

Children Information

Estate Plan Information

Personal Representative Information

Trustee Information - Revocable Trust

Trustee Information - Other Trusts

Decedent's Advisors

Important Considerations