Probate Questionnaire

Probate Questionnaire


Your Probate Questionnaire

Thank you for getting started! This questionnaire is a convenient and secure option for providing your attorney with the preliminary information needed to prepare the initial draft of your Probate Case.
After you've submitted the form, your attorney will receive the information and begin working on your case and petition. A first draft is typically presented to you for review 5-7 days later.

If you have any questions or problems with the questionnaire, please fee free to contact us at 954-484-9987 or send an email to

Your Name*

Your Current Address*

Enter the address of your primary residence.


MM slash DD slash YYYY

Have you ever been convicted of a felony?

This question is required by Florida law for any persons applying to act as personal representative of a probate estate.

Decedent's Name*

This is the name of your late relative for whom we are filing the probate case.

MM slash DD slash YYYY

MM slash DD slash YYYY

Funeral Expenses

Have all of the Decedent's funeral expenses been paid for in full?

Decedent's Marital Status*

At the time of his or her death, was the decedent...

Decedent's Spouse's Name*

If the Decedent was married, separated, divorced, or widowed at the time of his/her death, what was the former spouse's name?

MM slash DD slash YYYY

Did Decedent own or have a legal interest in any Real Estate other than his/her primary residence?*

This can include investment properties, vacation homes, vacant land, etc. that Decedent was a full or part owner of.

Please list any properties you own or have an ownership interest in. Be sure to include the address, the nature of your ownership interest, and a brief description of what the property is used for.

Was the Decedent a Primary Shareholder of any Corporations or the Member of any Companies or Partnerships?

If the decedent owned a business or had a large stake in one, his/her interest in that business may be included in the probate estate.

Please describe in detail the nature of your interest in any of these businesses as well as the nature of the business itself.Please provide the names and (if deceased) dates of death of Decedent's parents.Please provide the names, addresses, and dates of birth of Decedent's living siblings (if any).

How many children did Decedent have?*

Please provide the names, addresses, dates of birth, phone numbers, and email addresses of Decedent's children and grandchildren (if any). This includes natural, adopted, and fostered.

Are any of Decedent's children currently under 18 years old?

Please use this space to submit any additional questions or concerns about your estate plan to your attorney.Please provide a scan of the fully paid invoice related to Decedent's funeral expenses & a copy of the Death Certificate. You can upload them here or email them to
Drop files here or

Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

    If you have any additional documents you would like to provide to your attorney please upload them here.
    Drop files here or

    Accepted file types: jpg, gif, png, pdf, Max. file size: 20 MB.

      Congrats! You've reached the end of the questionnaire.

      Please click the "Submit" button below to submit this form and data to your attorney. Your attorney will follow up with you within 5-7 business days. If you have any questions in the interim, please feel free to call or email.This field is for validation purposes and should be left unchanged.

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