Decedent's Information

Full Name of Decedent

Decedent Date of Birth

Decedent Date of Death

Decedent SSN

This information is required for application of estate tax ID

Do you have a death certificate available?

Bring the death certificate to your consultation if available.

Yes

No

Did the decedent have a last will and testament or a trust?

Yes

Please indicate whether last will and testament, trust, or both

No

How are you related to the Decedent?

Tell us about the decedent. Do you have any special concerns regarding the Decedent's estate?

Proposed Executor

Full Name of Executor

Executor Date of Birth

Executor SSN

This information is required for application of estate tax ID.

Has the proposed executor been convicted of any felonies?

No

Yes

Has the proposed executor been convicted of any misdemeanors?

No

Yes

Does the proposed executor live in Washington?

Information About The Estate

To the best of your knowledge, is the estate solvent?

Does the estate own more assets than debts?

Yes

No

Are there any disputes among heirs that you are aware of?

Yes

Provide details pertaining to the dispute.

No

Decedent Heirs

Spouse/partner, Children either born or adopted; include descendants of any deceased child of the decedent. Include the full name, relation, and mailing address of each heir.

Probate Assets

Bank Accounts

In list form, indicate the financial institution name and estimated value of each account at the date of death.

Investment Accounts

In list form, indicate the financial institution name and estimated value of each account at the date of death.

Real Property

In list form, provide the address, parcel ID number, legal description, and property value.

Vehicles

In list form, provide the make, model, year, and value of each vehicle.

Miscellaneous

In list form, provide a description of the asset and the estimated value.

Debts and Known Creditors

Are you aware of any debts that were owed by the decedent?

Yes

Provide the name, address, and amount owed by each creditor.

No

Communications

Documents