Probate Questionnaire

Transcription

1 Information about the deceased Full Legal Name Previous Names (if any) Social Security Number Date of Birth Date of Death Address at time of death Marital status at time of death: Single Married Divorced Widow(er) Has a death certificate been issued? If so, please attach. Did the deceased have a will? If so, please enclose the original copy. Information about Wills: Most wills are called attested wills, which means they are typewritten or printed and signed by the maker of the will, by at least two witnesses, and typically a notary as well. A will can also have a codicil, which is an amendment to a will. The other major type of will is called a holographic will, or handwritten will. Holographic wills must be entirely in the deceased s handwriting, signed, dated, and express testamentary intent. If you are at all unsure about whether a particular document might be a will, codicil, or holographic will, you should provide it to us so that we can review the document. Page 1 of 11 Questions? Call (405)

2 Information about the Family Name (include former names, if applicable) and address of Spouse (if any) Did the deceased have any children (born or adopted) that are currently living? Name Address Child of the deceased and who? Did the deceased have any predeceased children? Name Address Child of the deceased and who? Page 2 of 11 Questions? Call (405)

3 If there are any predeceased children, did any of those predeceased children have children that are living? Name Address Child of which predeceased child? Did the deceased have a child that was legally adopted by another person? If yes, please provide details and any relevant documents (like court papers or contracts): Page 3 of 11 Questions? Call (405)

4 Assets of the Deceased Did the deceased own any real property (i.e. homes, condominiums, vacant land)? If so, please fill out the following chart: (please include a copy of the deed for each parcel of property if you have one) Address of property Number and Street City, State ZIP Mortgage on property? Approximate value Page 4 of 11 Questions? Call (405)

5 Did the deceased have any checking accounts, savings accounts, or CDs? If so, please fill out the following chart: (please attach a recent statement if you have one) Bank Name and Address Account Number Approximate value Did the deceased own any automobiles, boats, RVs, or other vehicles? If so, please fill out the following chart: (please attach titles to the vehicle(s), if you have them) Type of vehicle (Year, Make, Model) Is there a lien on the vehicle? Approximate value Page 5 of 11 Questions? Call (405)

6 Did the deceased have any investment accounts? If so, please fill out the following chart: (please attach a recent statement if you have one) Name of Investment Firm and Address Account Number Approximate value Did the deceased have any retirement accounts (i.e. IRAs, 401(k)s, etc.)? If so, please fill out the following chart: (please attach a recent statement and/or beneficiary designations if you have them) Name of Investment Firm and Address Account Number Approximate value Did the deceased have any life insurance? If so, please fill out the following chart: (please also attach recent statement and/or beneficiary designations if you have them) Name of Firm and Address Account Number Approximate value Page 6 of 11 Questions? Call (405)

7 Did the deceased own an interest in a limited liability company (LLC), limited liability partnership (LLP or LP), or a closely held corporation? If so, please fill out the following chart: (please also attach any documents, such as operating agreements, share certificates, buy-sell agreements, or other contract regarding the interest) Name and address of business Contact Person at business Percentage Owned Page 7 of 11 Questions? Call (405)

8 Debts of the Deceased Did the deceased have any credit cards (like Visa, MasterCard, Discover, American Express or a store card, like a Best Buy, Lane Bryant, Wal-Mart, etc. card)? If so, please fill out the following chart: (please also attach recent statements if you have one) Name of Creditor and Address Account Number Approximate balance Did the deceased have any personal loans? If so, please fill out the following chart: (please also attach recent statements if you have one) Name of Creditor and Address Account Number Approximate balance Page 8 of 11 Questions? Call (405)

9 Did the deceased have any payday loans? If so, please fill out the following chart: (please also attach recent statements if you have one) Name of Creditor and Address Account Number Approximate balance Did the deceased have outstanding alimony or child support payments? If so, please fill out the following chart: (please also attach the divorce settlement agreement or final order if you have it) Name of Payee and Address Court Name and Case Number Approximate balance Was the deceased current on the filing and payment of federal and state income tax returns? Please attach a copy of the most recently filed tax return if you have one. If you know who prepared the tax returns (like an accountant, an attorney, H&R Block, etc.), please provide the name, address, and telephone number of the preparer: Page 9 of 11 Questions? Call (405)

10 Other Issues Was the deceased a party to any currently pending lawsuit (including any type of civil case, family law case, or criminal case)? If so, please fill out the following chart: (please include copies of any court papers you may have for each case) Court Name Case Number Name, Address, and Telephone Number of Attorney Handling Case Was the decedent a notary public in Oklahoma? If yes, do you know where the deceased kept his or her notary stamp? If yes, do you have the deceased s notary stamp? Was the decedent the beneficiary of a trust? If yes, please attach a copy of the trust instrument. Was the decedent the trustee of a trust? If yes, please attach a copy of the trust instrument. Was the decedent the registered agent for any partnership, LLC, corporation, or other business entity? If yes, please list the names of the business(es): Page 10 of 11 Questions? Call (405)

11 Verification I have thoroughly reviewed this information and filled it out completely to the best of my knowledge, information, and belief. I have had any questions I may have answered prior to final submission of this information, or I have noted specific places where I have questions. Signature: Printed Name: Date: Page 11 of 11 Questions? Call (405)