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New Probate Client

Download A New Client Intake Questionnaire

Please download and complete our new client intake questionnaire, and bring the completed questionnaire with you to your consultation appointment.

For most Probate matters, please download and complete the form below:
Probate cases pertain to settlement or administration of a person's estate after his/her death – whether that person died Testate (with a Will), Intestate (without a Will), or with a Living Trust in place.  Complete as much of the form as you are able to fill out, but don't worry if you don't have all the information prior to your consultation.

Probate-Intake-Form.pdf
Probate Cases – Estates After a Person's Death

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