Probate and Small Estate Intake Form

Your full legal name *

First

Last

Mailing address (street, city, state, ZIP) *

Phone number *

Email address *

Full name of the person who passed away *

Date of death *

County and state where they lived at the time of death *

Your relationship to them *

Was there a will? *

Did they own real estate? *

Estimated total value of everything they owned *

List the main assets (vehicles, bank accounts, property). Do not include account numbers. *

Are any family members disputing the estate? *

Anything else I should know?

Acknowledgment *

I understand Yuri Notary is not an attorney, cannot give legal advice, and will prepare documents at my direction based on the information I provide. Nothing is filed or recorded until I review and sign my documents.

Before You Start Your Probate and Small Estate Intake